Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Best of America Fixed in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE FLOATING HOSPITAL, INC. THE FLOATING HOSPITAL TAX SHELTERED ANNUITY PLAN | LONG ISLAND CITY NY | 239 | $11.6M | $1.3M |
| 2 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $405K |
| 3 | NEW YORK STEM CELL FOUNDATION NEW YORK STEM CELL FOUNDATION 403(B) PLAN |
NEW YORK NY |
| 84 |
| $13.4M |
| $386K |
| 4 | MITCHELL COMPANIES, LLC MITCHELL COMPANIES 401(K) PLAN | MERIDIAN MS | 339 | $22.6M | $381K |
| 5 | THE WHOLE PERSON INC. 403B THRIFT PLAN FOR THE WHOLE PERSON INC. | KANSAS CITY MO | 138 | $2.3M | $83K |
| 6 | JESSICA & FRIENDS COMMUNITY JESSICA & FRIENDS RETIREMENT PLAN | YORK PA | 152 | $1.4M | $15K |
| 7 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE CA | 320 | $5.2M | $6K |
