Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $11.0M 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 | $208.4M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $148.4M |
| 3 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $1.5M |
| 4 | LEANIX, INC. LEANIX 401(K) PLAN | WATERTOWN MA | 158 | $5.8M | $1.0M |
| 5 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 342 | $28.0M | $927K |
| 6 | SUMCO ECO-CONTRACTING, LLC SUMCO ECO-CONTRACTING 401(K) PLAN | PEABODY MA | 53 | $10.0M | $806K |
| 7 | XMOTORS.AI INC. XMOTORS.AI INC. 401K PLAN | SANTA CLARA CA | 120 | $8.0M | $798K |
| 8 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $778K |
| 9 | MAGNIX USA, INC. MAGNIX USA, INC. 401(K) PLAN & TRUST | EVERETT WA | 118 | $9.4M | $713K |
| 10 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $455K |
