Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $28.0M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $11.3M |
| 2 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $9.0M |
| 3 | SYSTEMS, LLC SYSTEMS, LLC RETIREMENT PLAN | OSAGE BEACH MO | 428 | $10.7M | $1.3M |
| 4 | KAHUA, INC. KAHUA 401(K) PLAN | ALPHARETTA GA | 169 | $15.6M | $1.3M |
| 5 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $892K |
| 6 | SYSTEMS, LLC SYSTEMS 401(K) RETIREMENT PLAN | OSAGE BEACH MO | 2,139 | $11.2M | $803K |
| 7 | PRODUCT DEVELOPMENT ASSOCIATES, INC. PDA 401(K) PLAN | BURNSVILLE MN | 146 | $11.1M | $512K |
| 8 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $420K |
| 9 | GMH ASSOCIATES, INC. GMH ASSOCIATES, INC. 401K PLAN | NEWTOWN SQUARE PA | 346 | $12.0M | $419K |
| 10 | SOVEREIGN'S ENGINEERING & SURVEYING HOLDINGS, INC. DBA GASKINS LECRAW GASKINS LECRAW 401(K) PROFIT SHARING PLAN | MARIETTA GA | 161 | $10.6M | $373K |
