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 $24.4M 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 | $7.4M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $6.7M |
| 3 | TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN | LAKE SUCCESS NY | 638 | $26.4M | $1.2M |
| 4 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $1.1M |
| 5 | GMH ASSOCIATES, INC. GMH ASSOCIATES, INC. 401K PLAN | NEWTOWN SQUARE PA | 346 | $12.0M | $964K |
| 6 | SYSTEMS, LLC SYSTEMS, LLC RETIREMENT PLAN | OSAGE BEACH MO | 428 | $10.7M | $953K |
| 7 | KAHUA, INC. KAHUA 401(K) PLAN | ALPHARETTA GA | 169 | $15.6M | $820K |
| 8 | SCADA PRODUCTS, LLC SCADA PRODUCTS, LLC 401(K) PLAN | DENVER CO | 329 | $7.9M | $689K |
| 9 | SYSTEMS, LLC SYSTEMS 401(K) RETIREMENT PLAN | OSAGE BEACH MO | 2,139 | $11.2M | $654K |
| 10 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $624K |
