Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $3.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADROIT CONSTRUCTION CO. INC ADROIT CONSTRUCTION CO. INC PROFIT SHARING AND SAVINGS PLAN | ASHLAND OR | 113 | $14.3M | $358K |
| 2 | THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE CARSWELL GROUP 401(K) PROFIT SHARING PLAN | FENTON MI | 300 | $7.8M | $333K |
| 3 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $318K |
| 4 | ROMO, INC. ROMO, INC. 401(K) PLAN | DE PERE WI | 104 | $8.3M | $214K |
| 5 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $176K |
| 6 | GIBSON APPLIED TECHNOLOGY & ENGINEERING (TEXAS), LLC GATE EMPLOYEE SAVINGS PLAN | HOUSTON TX | 368 | $28.4M | $174K |
| 7 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $159K |
| 8 | M & M INDUSTRIES INC M & M INDUSTRIES INC 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 493 | $6.3M | $150K |
| 9 | JUUT HOLDINGS, INC. JUUT SALONSPA 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 299 | $25.3M | $144K |
| 10 | BOSKOVICH FARMS, INC. BOSKOVICH FARMS, INC. 401(K) PROFIT SHARING PLAN | OXNARD CA | 126 | $8.7M | $122K |
