Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $80.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII PROSERVICE HAWAII 401(K) PLAN | HONOLULU HI | 13,591 | $412.6M | $24.2M |
| 2 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $11.5M |
| 3 | REGULUS GROUP, LLC REGULUS 401(K) | WOODSTOCK VA | 241 | $55.2M | $6.8M |
| 4 | THE DELTA PATHOLOGY GROUP, LLC THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN | SHREVEPORT LA | 274 | $65.7M | $6.6M |
| 5 | OOMA, INC. OOMA, INC. 401(K) PLAN | SUNNYVALE CA | 459 | $46.0M | $3.8M |
| 6 | HAYDON HOLDINGS, LLC HAYDON HOLDINGS, LLC AND SUBSIDIARIES PROFIT SHARING PLAN | BARDSTOWN KY | 195 | $24.2M | $3.2M |
| 7 | COMMUNITY WHOLESALE TIRE DISTRIBUTING, INC. COMMUNITY WHOLESALE TIRE 401(K) PLAN | HAZELWOOD MO | 231 | $16.9M | $2.2M |
| 8 | AGRONOMY SCIENCES, LLC DBA HEFTY SEED COMPANY HEFTY SEED COMPANY 401(K) PLAN AND TRUST | BALTIC SD | 194 | $21.1M | $1.8M |
| 9 | GREAT LAKES ENERGY COOPERATIVE, INC GREAT LAKES ENERGY UNION 401(K) PLAN | BOYNE CITY MI | 137 | $27.4M | $1.7M |
| 10 | RIVERHILLS HEALTHCARE , INC. RIVERHILLS HEALTHCARE, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN | CINCINNATI OH | 157 | $32.1M | $1.7M |
