Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 71 retirement plans report an interest in this investment, totaling $62.5M 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 | $23.8M |
| 2 | SAN JOSE SHARKS, LLC SAN JOSE SHARKS 401(K) PLAN | SAN JOSE CA | 484 | $39.4M | $6.5M |
| 3 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $5.5M |
| 4 | RIVERHILLS HEALTHCARE , INC. RIVERHILLS HEALTHCARE, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN | CINCINNATI OH | 157 | $32.1M | $4.5M |
| 5 | 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 | $2.6M |
| 6 | HUALALAI INVESTORS, LLC HUALALAI INVESTORS 401(K) PLAN | KAILUA-KONA HI | 11 | $17.3M | $1.5M |
| 7 | CRISWELL CHEVROLET INC. CRISWELL AUTOMOTIVE 401(K) PLAN | GAITHERSBURG MD | 344 | $29.1M | $1.4M |
| 8 | JTI ELECTRICAL & INSTRUMENTATION, LLC JTI ELECTRICAL INSTRUMENTATION 401(K) RETIREMENT PLAN | SHAFTER CA | 324 | $7.8M | $1.4M |
| 9 | SENTINEL OFFENDER SERVICES, LLC SENTINEL 401(K) AND PROFIT SHARING PLAN | ANAHEIM CA | 294 | $11.9M | $1.2M |
| 10 | GORILLA CIRCUITS GORILLA CIRCUITS 401(K) PLAN | SAN JOSE CA | 279 | $16.2M | $1.2M |