Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 72 retirement plans report an interest in this investment, totaling $9.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TA Vanguard Small-cap Index RET OPT, TA Vanguard Small CAP Index RET OPT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CEH AUTOMOTIVE CORP. CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN | CHANDLER AZ | 142 | $15.8M | $871K |
| 2 | DELAWARE CLAIMS PROCESSING FACILITY, LLC. DELAWARE CLAIMS PROCESSING FACILITY, LLC. 401K PLAN | WILMINGTON DE | 230 | $35.6M | $553K |
| 3 | COMMUNITY LIVING OPTIONS, INC. NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN | GALESBURG IL | 2,802 | $30.2M | $430K |
| 4 | COMMUNITY WHOLESALE TIRE DISTRIBUTING, INC. COMMUNITY WHOLESALE TIRE 401(K) PLAN | HAZELWOOD MO | 231 | $16.9M | $428K |
| 5 | WILEY SANDERS TRUCK LINES, INC. WILEY SANDERS TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | TROY AL | 1,828 | $43.3M | $410K |
| 6 | AGRONOMY SCIENCES, LLC DBA HEFTY SEED COMPANY HEFTY SEED COMPANY 401(K) PLAN AND TRUST | BALTIC SD | 194 | $21.1M | $401K |
| 7 | AMERICAN READING COMPANY AMERICAN READING COMPANY 401K RETIREMENT PLAN | BLUE BELL PA | 207 | $16.5M | $390K |
| 8 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $377K |
| 9 | KENNEDY AUTOMOTIVE GROUP, INC. KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN | FEASTERVILLE PA | 324 | $36.9M | $330K |
| 10 | WOLVERINE POWER SUPPLY COOPERATIVE, INC. WOLVERINE POWER SUPPLY COOPERATIVE, INC. NON UNION 401(K) PLAN | CADILLAC MI | 111 | $25.4M | $329K |
