Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $3.0M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $625K |
| 2 | UNIVERSAL PACKAGING SYSTEMS, INC. D/B/A PAKLAB PAKLAB 401(K) RETIREMENT PLAN | CHINO CA | 194 | $10.8M | $531K |
| 3 | PASCHALL TRUCK LINES, INC PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN | MURRY KY | 963 | $12.8M | $367K |
| 4 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $352K |
| 5 | CROWN PACKAGING CORPORATION CROWN PACKAGING CORPORATION PROFIT SHARING PLAN | DAYTON OH | 207 | $2.9M | $291K |
| 6 | BEST BRANDS INC. BEST BRANDS 401(K) PLAN | NASHVILLE TN | 307 | $10.3M | $236K |
| 7 | ARACOR, INC. ARACOR, INC. 401(K) PLAN | CORPUS CHRISTI TX | 27 | — | $217K |
| 8 | CPS, INC. CONSOLIDATED PERSONNEL SERVICES 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 1,412 | $23.7M | $157K |
| 9 | GAR LABORATORIES, INC. GAR LABORATORIES, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE CA | 134 | $6.5M | $61K |
| 10 | THE ONE GROUP, LLC THE ONE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 906 | $1.3M | $54K |
