Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CMFG Life Insurance Stable Value Fund in their Schedule of Assets, totaling $31.2M 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 | JOVIA FINANCIAL CREDIT UNION JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | WESTBURY NY | 443 | $42.9M | $30.2M |
| 2 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $985K |
