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 $2.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LS BUILDING PRODUCTS LS BUILDING PRODUCTS 401K PLAN | EAST PEORIA IL | 134 | $10.8M | $1.4M |
| 2 | SAGE PARTS PLUS, INC. SAGE PARTS PLUS, INC. 401(K) SAVINGS PLAN | MELVILLE NY | 179 | $12.8M | $226K |
| 3 | REILLY CONSTRUCTION COMPANY, INC. REILLY CONSTRUCTION EMPLOYEES SALARY SAVINGS PLAN AND TRUST | OSSIAN IA | 182 | $17.4M | $179K |
| 4 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $145K |
| 5 | PATIENT ACCOUNTING SERVICE CENTER LLC DBA GETIXHEALTH LLC GETIXHEALTH 401(K) PLAN | SUGAR LAND TX | 817 | $13.4M | $53K |
| 6 | ARBORIS, LLC ARBORIS LLC 401(K) RETIREMENT PLAN | SAVANNAH GA | 76 | $15.9M | $44K |
| 7 | AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 110 | $13.3M | $24K |
| 8 | MEDICAL ARTS COMPLEX DENTAL CENTER, S.C. MEDICAL ARTS COMPLEX DENTAL CENTER, S.C. PROFIT SHARING 401(K) PLAN | LITTLE CHUTE WI | 22 | — | $23K |
| 9 | NQM FUNDING, LLC NQM FUNDING, LLC 401(K) PLAN | BOCA RATON FL | 239 | $7.0M | $19K |
| 10 | ROBERTS OXYGEN COMPANY, INC. ROBERTS OXYGEN COMPANY 401(K) PLAN | ROCKVILLE MD | 509 | $9.6M | $13K |
