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 $20.1M 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 | $63.3M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $49.7M |
| 3 | FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO, FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO 401(K) PROFIT SHARING PLAN | MODESTO CA | 39 | — | $2.0M |
| 4 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $1.8M |
| 5 | PROFESSIONAL HEALTHCARE MANAGEMENT, INC. PROFESSIONAL HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 564 | $13.5M | $1.7M |
| 6 | ARQUITECTONICA INTERNATIONAL CORP ARQUITECTONICA 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 223 | $20.3M | $1.6M |
| 7 | SEI GROUP, LLC SEI GROUP, LLC 401(K) PLAN | DORAVILLE GA | 1,312 | $5.0M | $1.4M |
| 8 | PONY BIRD, INC. PONY BIRD RETIREMENT PLAN | MAPAVILLE MO | 198 | $7.5M | $1.3M |
| 9 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $1.0M |
| 10 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 342 | $28.0M | $1.0M |
