Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 117 retirement plans report an interest in this investment, totaling $25.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TA Vanguard Reit Index RET Acct, TA Vanguard Reit Index RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON UT | 9,010 | $233.9M | $3.0M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $2.3M |
| 3 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $1.9M |
| 4 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $1.9M |
| 5 | MY HR PROS MY HR PROS 401(K) PLAN | VAN BUREN AR | 4,608 | $79.6M | $1.4M |
| 6 | TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS TX | 6,383 | $117.1M | $1.1M |
| 7 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $704K |
| 8 | DAVID&GOLIATH, LLC DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN | EL SEGUNDO CA | 162 | $31.3M | $627K |
| 9 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $603K |
| 10 | HALLKEEN MANAGEMENT, INC. HALLKEEN MANAGEMENT, INC. 401(K) RETIREMENT PLAN | NORWOOD MA | 1,071 | $27.2M | $587K |
