Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $9.8M 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 | $2.9M |
| 2 | ACQUIS CONSULTING GROUP, LLC ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 144 | $25.8M | $1.3M |
| 3 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $1.2M |
| 4 | ADC LTD NM ADC LTD NM 401(K) PLAN | ALBUQUERQUE NM | 354 | $7.0M | $633K |
| 5 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $448K |
| 6 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $409K |
| 7 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $292K |
| 8 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $279K |
| 9 | WILLOWBROOK FORD, INC. WILLOWBROOK FORD, INC. 401(K) PLAN | WILLOWBROOK IL | 164 | $10.4M | $266K |
| 10 | HUDSON COMMUNITY ENTERPRISES, INC. HUDSON COMMUNITY ENTERPRISES, INC. 401(K) PLAN | JERSEY CITY NJ | 470 | $3.8M | $243K |
