Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $29.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $10.0M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $7.6M |
| 3 | CALLISTER, BROBERG & BECKER, A LAW CORPORATION EMPLOYEES' 401(K) PLAN OF CALLISTER, BROBERG & BECKER | GLENDALE CA | 11 | — | $2.0M |
| 4 | KAHUA, INC. KAHUA 401(K) PLAN | ALPHARETTA GA | 169 | $15.6M | $1.8M |
| 5 | GMH ASSOCIATES, INC. GMH ASSOCIATES, INC. 401K PLAN | NEWTOWN SQUARE PA | 346 | $12.0M | $1.3M |
| 6 | SYSTEMS, LLC SYSTEMS 401(K) RETIREMENT PLAN | OSAGE BEACH MO | 2,139 | $11.2M | $1.0M |
| 7 | SYSTEMS, LLC SYSTEMS, LLC RETIREMENT PLAN | OSAGE BEACH MO | 428 | $10.7M | $926K |
| 8 | ALABAMA GROCERS ASSOCIATION ALABAMA GROCERS ASSOCIATION 401(K) PLAN | BIRMINGHAM AL | 763 | $4.6M | $689K |
| 9 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $621K |
| 10 | BEST BRANDS INC. BEST BRANDS 401(K) PLAN | NASHVILLE TN | 307 | $10.3M | $611K |
