Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 90 retirement plans report an interest in this investment, totaling $103.7M 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 | $35.1M |
| 2 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $6.8M |
| 3 | FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST | AUSTIN TX | — | $1.5B | $4.9M |
| 4 | 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 | $4.2M |
| 5 | SAN JOSE SHARKS, LLC SAN JOSE SHARKS 401(K) PLAN | SAN JOSE CA | 484 | $39.4M | $3.2M |
| 6 | CONCEPT 2001, INC. CONCEPT 2001, INC. 401(K) PLAN | WARRENVILLE SC | 1,992 | $31.2M | $2.7M |
| 7 | WILEY SANDERS TRUCK LINES, INC. WILEY SANDERS TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | TROY AL | 1,828 | $43.3M | $2.5M |
| 8 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,435 | $26.5M | $2.4M |
| 9 | CORDEVALLE L.P. CORDEVALLE 401(K) PLAN | SAN MARTIN CA | 166 | $10.2M | $2.3M |
| 10 | PAQ, INC. DBA FOOD 4 LESS FOOD 4 LESS SALARY SAVINGS PLAN | LODI CA | 1,403 | $85.1M | $2.3M |
