Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Equity Income Separate Account+ Pooled separate account in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $571K |
| 2 | FOUR HANDS, LLC FOUR HANDS, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 676 | $30.0M | $253K |
| 3 | SEVENTH SENSE CONSULTING, LLC SEVENTH SENSE CONSULTING, LLC 401(K) PLAN |
WOODBRIDGE VA |
| 188 |
| $10.5M |
| $138K |
| 4 | MARCEGAGLIA USA, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA, INC. | RICHBURG SC | 0 | $2.9M | $98K |
| 5 | CLASSIC WIRE CUT COMPANY INC CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | VALENCIA CA | 126 | $17.9M | $77K |
| 6 | MARMEN ENERGY CO. MARMEN ENERGY CO. 401(K) PLAN | BRANDON SD | 240 | $10.1M | $65K |
| 7 | DUKE AERIAL, INC. DUKE AERIAL, INC. 401(K) PLAN | ATLANTIC IA | 273 | $17.0M | $63K |
| 8 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $46K |
| 9 | HAWX SERVICES LLC HAWX SERVICES LLC 401(K) PLAN | OGDEN UT | 364 | $2.1M | $20K |
