Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 98 retirement plans report an interest in this investment, totaling $19.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $4.6M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $3.8M |
| 3 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $1.9M |
| 4 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $1.2M |
| 5 | CHARLES E. THOMAS COMPANY, INC. CHARLES E. THOMAS COMPANY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 67 | — | $689K |
| 6 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $536K |
| 7 | AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 2,604 | $170.7M | $492K |
| 8 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $466K |
| 9 | LUMINA SOLAR, INC. LUMINA SOLAR 401(K) PLAN | BALTIMORE MD | 135 | $4.3M | $435K |
| 10 | AGS PAYROLL SERVICES LLC AGS PAYROLL SERVICES LLC 401K PLAN | MONTEBELLO NY | 14,204 | $65.3M | $386K |
