Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $15.3M 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 | $588.1M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $551.5M |
| 3 | PROFESSIONAL HEALTHCARE MANAGEMENT, INC. PROFESSIONAL HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 564 | $13.5M | $2.2M |
| 4 | IC EMPLOYEE LEASING LLC IC EMPLOYEE LEASING LLC 401(K) PLAN | INWOOD NY | 216 | $7.5M | $1.7M |
| 5 | PONY BIRD, INC. PONY BIRD RETIREMENT PLAN | MAPAVILLE MO | 198 | $7.5M | $1.5M |
| 6 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $1.1M |
| 7 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $1.1M |
| 8 | PROVIDENCE MANAGEMENT COMPANY, LLC PROVIDENCE MANAGEMENT COMPANY, LLC RETIREMENT PLAN | WILMETTE IL | 70 | $4.7M | $909K |
| 9 | FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO, FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO 401(K) PROFIT SHARING PLAN | MODESTO CA | 39 | — | $882K |
| 10 | MAGNIX USA, INC. MAGNIX USA, INC. 401(K) PLAN & TRUST | EVERETT WA | 118 | $9.4M | $666K |
