Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 92 retirement plans report an interest in this investment, totaling $82.9M 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 | $28.5M |
| 2 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $6.5M |
| 3 | AGUA CALIENTE BAND OF CAHUILLA INDIANS AGUA CALIENTE BAND OF CAHUILLA INDIANS/SPA HOTEL & CASINO 401(K) PLAN | PALM SPRINGS CA | 3,078 | $98.8M | $3.9M |
| 4 | WESTAIR GASES & EQUIPMENT, INC. WESTAIR GASES & EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 281 | $24.1M | $2.7M |
| 5 | EMPLOYERS RESOURCE EMPLOYERS RESOURCE 401(K) PLAN | SAN MARCOS CA | 920 | $19.3M | $2.3M |
| 6 | WILEY SANDERS TRUCK LINES, INC. WILEY SANDERS TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | TROY AL | 1,828 | $43.3M | $2.0M |
| 7 | CONCEPT 2001, INC. CONCEPT 2001, INC. 401(K) PLAN | WARRENVILLE SC | 1,992 | $31.2M | $2.0M |
| 8 | CRISWELL CHEVROLET INC. CRISWELL AUTOMOTIVE 401(K) PLAN | GAITHERSBURG MD | 344 | $29.1M | $1.9M |
| 9 | KENNEDY AUTOMOTIVE GROUP, INC. KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN | FEASTERVILLE PA | 324 | $36.9M | $1.9M |
| 10 | SAN JOSE SHARKS, LLC SAN JOSE SHARKS 401(K) PLAN | SAN JOSE CA | 484 | $39.4M | $1.9M |
