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Investment entities

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#1 meggie


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Posted 10 August 2000 - 08:04 AM

I need an example of a 103-12 investment entity. I know it is not a pooled SA, nor is it a common collective trust maintained by a bank, trust company, or similar institution. I have a copy of DOL reg 2520.103-12 and from that I understand that the 103-12 entity holds the assets of two or more plans which are not members of a related group.