Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $4.6M 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 | $20.2M |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $5.6M |
| 3 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $811K |
| 4 | LEANIX, INC. LEANIX 401(K) PLAN | WATERTOWN MA | 158 | $5.8M | $794K |
| 5 | MAGNIX USA, INC. MAGNIX USA, INC. 401(K) PLAN & TRUST | EVERETT WA | 118 | $9.4M | $337K |
| 6 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $272K |
| 7 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $221K |
| 8 | SEI GROUP, LLC SEI GROUP, LLC 401(K) PLAN | DORAVILLE GA | 1,312 | $5.0M | $206K |
| 9 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 342 | $28.0M | $201K |
| 10 | SUMCO ECO-CONTRACTING, LLC SUMCO ECO-CONTRACTING 401(K) PLAN | PEABODY MA | 53 | $10.0M | $197K |
