Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Company of America Key Guaranteed Portfolio Fund in their Schedule of Assets, totaling $3.1M 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 | TRUSTONE FINANCIAL CREDIT UNION TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | BURNSVILLE MN | 549 | $78.2M | $2.8M |
| 2 | STAMPEDE CULINARY PARTNERS, INC. STAMPEDE CULINARY PARTNERS, INC. EMPLOYEE SAVINGS PLAN | BRIDGEVIEW IL | 830 | $10.9M | $208K |
| 3 | SCHLOTTERBECK & FOSS COMPANY |
WESTBROOK ME |
| 167 |
| $6.4M |
| $79K |
