Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $6.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $2.4M |
| 2 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $1.6M |
| 3 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $798K |
| 4 | FIRSTPERRYTON BANCORP, INC. FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN | PERRYTON TX | 226 | $29.7M | $280K |
| 5 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $252K |
| 6 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $180K |
| 7 | GOLDMAN EQUIPMENT L.L.C. GOLDMAN & ASSOCIATED COMPANIES EMPLOYEES PROFIT SHARING PLAN & TRUST | WEST MONROE LA | 186 | $16.3M | $160K |
| 8 | HIDAY & RICKE, P.A. HIDAY & RICKE, P.A. RETIREMENT PLAN | JACKSONVILLE FL | 51 | — | $108K |
| 9 | FANTASIA ACCESSORIES, LTD. FANTASIA ACCESSORIES, LTD. PROFIT SHARING PLAN | NEW YORK NY | 78 | — | $104K |
| 10 | HATTORI HANZO SHEARS, INC. HATTORI HANZO SHEARS, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 148 | $5.7M | $100K |
