Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Inflation Adj Bd Ret Acct Pooled separate account in their Schedule of Assets, totaling $501K 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 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $298K |
| 2 | AVOSYS TECHNOLOGY INC. THE CONTRACTORS RETIREMENT PLAN | SAN ANTONIO TX | 82 | $2.1M | $98K |
| 3 | EXCEL CABINETS, INC. EXCEL CABINETS, INC. 401(K) PLAN |
CORONA CA |
| 215 |
| $3.8M |
| $98K |
| 4 | CHAMPION DISCS, INCORPORATED CHAMPION DISCS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 114 | $14.4M | $6K |
