Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $811K in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $251K |
| 2 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $130K |
| 3 | DAVIS-ELEN ADVERTISING, INC. DAVIS-ELEN ADVERTISING, INC. 401K PLAN | LOS ANGELES CA | 267 | $25.4M | $101K |
| 4 | JUNGLE JIM'S MARKET, INC. JUNGLE JIM'S SAVINGS PLAN | FAIRFIELD OH | 438 | $7.8M | $73K |
| 5 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $43K |
| 6 | LEATHAM-KROHN-VAN OCKER ARCHITECTS LEATHAM-KROHN-VAN OCKER ARCHITECTS 401K PLAN | BOISE ID | 11 | — | $41K |
| 7 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $33K |
| 8 | SOLAR GAINES, LLC SOLAR GAINES, LLC 401(K) PLAN | HUNT VALLEY MD | 139 | $1.7M | $29K |
| 9 | DIDLAKE, INC. DIDLAKE, INC. 401(K) PLAN | MANASSAS VA | 1,421 | $36.5M | $26K |
| 10 | RLS MANAGED SERVICES LLC RLS MANAGED SERVICES LLC 401(K) PLAN | GLASSBORO NJ | 398 | $7.7M | $26K |
