Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $2.4M |
| 2 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $1.3M |
| 3 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.3M |
| 4 | KCPHI SERVICES, LLC DBA MAKAI HR MAKAI HR RETIREMENT PLAN | HONOLULU HI | 558 | $10.2M | $711K |
| 5 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $604K |
| 6 | ELEMENTAL MANAGEMENT GROUP, LLC ELEMENTAL MANAGEMENT GROUP, LLC 401(K) PLAN | BALDWINSVILLE NY | 254 | $3.5M | $530K |
| 7 | THE SHIELD COMPANIES, LLC THE SHIELD CO 401(K) | GILBERT AZ | 1,659 | $1.7M | $11K |
| 8 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $0 |
| 9 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $0 |
| 10 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $0 |
