Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $10.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PWC US GROUP LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PWC | TAMPA FL | — | $5.0B | $22.4M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $20.5M |
| 3 | PANHANDLE ANESTHESIOLOGY ASSOCIATES, P.A. PANHANDLE ANESTHESIOLOGY ASSOCIATES 401(K) | PENSACOLA FL | 96 | $48.6M | $1.9M |
| 4 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $1.9M |
| 5 | PROFESSIONAL HEALTHCARE MANAGEMENT, INC. PROFESSIONAL HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 564 | $13.5M | $1.6M |
| 6 | ARQUITECTONICA INTERNATIONAL CORP ARQUITECTONICA 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 223 | $20.3M | $996K |
| 7 | PONY BIRD, INC. PONY BIRD RETIREMENT PLAN | MAPAVILLE MO | 198 | $7.5M | $719K |
| 8 | SUMCO ECO-CONTRACTING, LLC SUMCO ECO-CONTRACTING 401(K) PLAN | PEABODY MA | 53 | $10.0M | $691K |
| 9 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $304K |
| 10 | GIRLING HEALTHCARE OF NEW YORK, INC. GIRLING HEALTH CENTER HCS HEALTHCARE 401(K) PLAN | BROOKLYN NY | 764 | $5.8M | $293K |
