Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $33.8M 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 | $7.4M |
| 2 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $5.0M |
| 3 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $3.1M |
| 4 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $2.1M |
| 5 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.6M |
| 6 | UNISOURCE SOLUTIONS, INC. UNISOURCE SOLUTIONS, INC. 401(K) PLAN | PICO RIVERA CA | 100 | $8.9M | $1.5M |
| 7 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $985K |
| 8 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $962K |
| 9 | ADC LTD NM ADC LTD NM 401(K) PLAN | ALBUQUERQUE NM | 354 | $7.0M | $949K |
| 10 | PFLUEGER, INC. PFLUEGER, INC. SAVINGS & RETIREMENT PLAN | HONOLULU HI | 92 | $8.3M | $822K |
