Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $17.3M 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 | $69.6M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $41.6M |
| 3 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $2.3M |
| 4 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 342 | $28.0M | $2.0M |
| 5 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $1.5M |
| 6 | MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH ONE TO ONE HEALTH 401(K) PLAN | CHATTANOOGA TN | 360 | $5.6M | $1.1M |
| 7 | MAGNIX USA, INC. MAGNIX USA, INC. 401(K) PLAN & TRUST | EVERETT WA | 118 | $9.4M | $1.0M |
| 8 | PANHANDLE ANESTHESIOLOGY ASSOCIATES, P.A. PANHANDLE ANESTHESIOLOGY ASSOCIATES 401(K) | PENSACOLA FL | 96 | $48.6M | $892K |
| 9 | LEANIX, INC. LEANIX 401(K) PLAN | WATERTOWN MA | 158 | $5.8M | $832K |
| 10 | XMOTORS.AI INC. XMOTORS.AI INC. 401K PLAN | SANTA CLARA CA | 120 | $8.0M | $775K |
