Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Secs Sep Acct+ Pooled separate account in their Schedule of Assets, totaling $462K 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 | SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 202 | $21.1M | $316K |
| 2 | THORNE RESEARCH, INC. THORNE RESEARCH, INC. 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 727 | $20.3M | $84K |
| 3 | BLUEPRINT TECHNOLOGIES, LLC |
BELLEVUE WA |
| 473 |
| $11.8M |
| $14K |
| 4 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $14K |
| 5 | MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST | POUGHKEEPSIE NY | 232 | $7.6M | $13K |
| 6 | SEVENTH SENSE CONSULTING, LLC SEVENTH SENSE CONSULTING, LLC 401(K) PLAN | WOODBRIDGE VA | 188 | $10.5M | $7K |
| 7 | AIR GROUND XPRESS, INC. AIR GROUND XPRESS, INC. 401(K) SALARY REDUCTION PLAN | CLINTON PA | 211 | $4.4M | $7K |
| 8 | HAWX SERVICES LLC HAWX SERVICES LLC 401(K) PLAN | OGDEN UT | 364 | $2.1M | $6K |
