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 $28.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $6.4M |
| 2 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $3.5M |
| 3 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $2.6M |
| 4 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $2.1M |
| 5 | MARQUEZ BROTHERS INTERNATIONAL, INC. MARQUEZ BROTHERS INTERNATIONAL, INC. AND AFFILIATES 401(K) PLAN | SAN JOSE CA | 439 | $14.9M | $1.4M |
| 6 | OLE MEXICAN FOODS, INC. OLE MEXICAN FOODS, INC. 401(K) PLAN | NORCROSS GA | 730 | $6.2M | $1.4M |
| 7 | VINTNERS DISTRIBUTORS, INC. VINTNERS DISTRIBUTORS, INC. PROFIT SHARING PLAN | FREMONT CA | 655 | $14.5M | $1.2M |
| 8 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $1.1M |
| 9 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $1.1M |
| 10 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $931K |
