Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pooled separate account in their Schedule of Assets, totaling $737.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE NJ | 63,563 | $29.4B | $513.9M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES | BASKING RIDGE NJ | 12,203 | $5.8B | $99.8M |
| 3 | VERIZON COMMUNICATIONS INC. |
BASKING RIDGE NJ |
| 11,674 |
| $3.4B |
| $59.3M |
| 4 | KYO-YA MANAGEMENT COMPANY, LTD. KYO-YA MANAGEMENT COMPANY, LTD AND PARTICIPATING COMPANIES PENSION PLAN | HONOLULU HI | 165 | $130.9M | $38.3M |
| 5 | STEELITE INTERNATIONAL USA, INC. STEELITE INTERNATIONAL USA, INC. PROFIT SHARING 401(K) PLAN | NEW CASTLE PA | 235 | $17.9M | $16.6M |
| 6 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS AND SECURITY PLAN FOR WEST REGION HOURLY EMPLOYEES | BASKING RIDGE NJ | 430 | $316.4M | $5.5M |
| 7 | JUNIATA COLLEGE JUNIATA COLLEGE RETIREMENT PLAN | HUNTINGDON PA | 344 | $138.0M | $3.0M |
| 8 | BOARD OF TRUSTEES LOCAL 154 PENSION FUND UNITED UNION OF ROOFERS, WATERPROOFERS & ALLIED WORKERS, LOCAL 154 PENSION FUND | HAUPPAUGE NY | 173 | $32.3M | $1.3M |
| 9 | GRAY MEDIA GRAY TELEVISION, INC. RETIREMENT PLAN | ATLANTA GA | 648 | $112.8M | $7K |
