Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding AUL- Stable Value Account in their Schedule of Assets, totaling $20.1M 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 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN | SULPHUR LA | 680 | $60.7M | $5.6M |
| 2 | METALS SOLUTIONS LLC METALS SOLUTIONS LLC 401K RETIREMENT PLAN | VESTAVIA HILLS AL | 305 | $17.8M | $1.6M |
| 3 | L.N. CURTIS & SONS L.N. CURTIS & SONS 401(K) RETIREMENT PLAN |
WALNUT CREEK CA |
| 296 |
| $12.1M |
| $1.5M |
| 4 | R & S ERECTION, INC. R & S 401(K) PROFIT SHARING PLAN | SAN LEANDRO CA | 435 | $23.7M | $1.3M |
| 5 | TRINITY SERVICES INC. TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN | NEW LENOX IL | 863 | $20.2M | $1.1M |
| 6 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $1.1M |
| 7 | GOLDEN GATE NATIONAL PARKS CONSERVANCY GOLDEN GATE NATIONAL PARKS CONSERVANCY RETIREMENT PLAN | SAN FRANCISCO CA | 302 | $33.6M | $1.1M |
| 8 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $1.0M |
| 9 | FAMILY COUNSELING CENTER INC. FAMILY COUNSELING CENTER INC. 403B PLAN | KENNETT MO | 989 | $12.2M | $998K |
| 10 | PENINSULA HUMANE SOCIETY & SPCA PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN | BURLINGAME CA | 162 | $13.6M | $830K |
