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 $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RAZOR USA, LLC RAZOR USA, LLC EMPLOYEES' 401(K) PLAN | CERRITOS CA | 81 | $18.8M | $2.8M |
| 2 | HS1 MEDICAL MANAGEMENT, INC. HS1 MEDICAL MANAGEMENT, INC. 401(K) PLAN | FORT LAUDERDALE FL | 346 | $21.6M | $1.8M |
| 3 | UNIVERSAL PACKAGING SYSTEMS, INC. D/B/A PAKLAB PAKLAB 401(K) RETIREMENT PLAN | CHINO CA | 194 | $10.8M | $1.8M |
| 4 | GMH ASSOCIATES, INC. GMH ASSOCIATES, INC. 401K PLAN | NEWTOWN SQUARE PA | 346 | $12.0M | $1.5M |
| 5 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $1.4M |
| 6 | BEST BRANDS INC. BEST BRANDS 401(K) PLAN | NASHVILLE TN | 307 | $10.3M | $908K |
| 7 | ELEVATE PROPERTY MANAGEMENT, LLC ELEVATE PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | WAYZATA MN | 80 | $2.0M | $550K |
| 8 | WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN | FRESNO CA | 23 | — | $330K |
| 9 | STOKES HODGES AUTO GROUP STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING | AUGUSTA GA | 145 | $3.8M | $253K |
| 10 | SOUTHWEST MATERIAL HANDLING, INC. SOUTHWEST MATERIAL HANDLING, INC. 401(K) PLAN | MIRA LOMA CA | 255 | $7.7M | $252K |
