Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $321.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HOSPITAL INTERNISTS OF TEXAS HOSPITAL INTERNISTS OF TEXAS 401(K) PROFIT SHARING PLAN | AUSTIN TX | 53 | $36.0M | $35.9M |
| 2 | IMAGEN DENTAL PARTNERS ASSOCIATION I IMAGEN DENTAL PARTNERS MEP 401(K) PLAN | SCOTTSDALE AZ | 1,407 | $34.1M | $33.8M |
| 3 | TRANSMEDICS, INC. TRANSMEDICS, INC. 401(K) PLAN | ANDOVER MA | 710 | $31.9M | $31.0M |
| 4 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $28.4M |
| 5 | ANGEL OAK COMPANIES ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 266 | $28.4M | $27.1M |
| 6 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $23.7M |
| 7 | DESIGNS FOR VISION, INC. DESIGNS FOR VISION, INC. PROFIT SHARING 401(K) PLAN | BOHEMIA NY | 209 | $22.4M | $19.5M |
| 8 | POLYQUEST, INC. POLYQUEST, INC. 401(K) PROFIT SHARING PLAN | WILMINGTON NC | 232 | $14.3M | $14.0M |
| 9 | SAMBA TV, INC. SAMBA TV, INC. 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 102 | $13.3M | $13.2M |
| 10 | R.C. HUNT ELECTRIC, INC. R.C. HUNT ELECTRIC, INC. 401(K) PLAN | SALT LAKE CITY UT | 699 | $26.4M | $13.0M |
