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 $25.3M 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 | $6.0M |
| 2 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $2.3M |
| 3 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $1.9M |
| 4 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $1.7M |
| 5 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.5M |
| 6 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $1.3M |
| 7 | UNISOURCE SOLUTIONS, INC. UNISOURCE SOLUTIONS, INC. 401(K) PLAN | PICO RIVERA CA | 100 | $8.9M | $1.3M |
| 8 | ACQUIS CONSULTING GROUP, LLC ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 144 | $25.8M | $1.1M |
| 9 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $824K |
| 10 | MARQUEZ BROTHERS INTERNATIONAL, INC. MARQUEZ BROTHERS INTERNATIONAL, INC. AND AFFILIATES 401(K) PLAN | SAN JOSE CA | 439 | $14.9M | $806K |
