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 $23.5M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $6.1M |
| 2 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $2.4M |
| 3 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $2.0M |
| 4 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.5M |
| 5 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $1.3M |
| 6 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $1.3M |
| 7 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $971K |
| 8 | KCPHI SERVICES, LLC DBA MAKAI HR MAKAI HR RETIREMENT PLAN | HONOLULU HI | 558 | $10.2M | $787K |
| 9 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $747K |
| 10 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $661K |
