Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Core Plus Bond/PGIM Fund Variable annuities in their Schedule of Assets, totaling $1.4M 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 | DONOHUE & ASSOCIATES INC DONOHUE & ASSOCIATES INC. 401K PLAN | SHEBOYGAN WI | 138 | $39.2M | $1.1M |
| 2 | USHIP, INC USHIP, INC. 401(K) PLAN | AUSTIN TX | 114 | $16.0M | $350K |
