Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Ei Fixed Account Series Class I in their Schedule of Assets, totaling $17.5M 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 | COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO 1081.01D SALARY DEFERRAL RETIREMENT PLAN | SAN JUAN PR | 294 | $7.7M | $2.5M |
| 2 | AEA INVESTORS LP AEA INVESTORS LP 401(K) SAVINGS PLAN | NEW YORK NY | 184 | $94.6M | $2.4M |
| 3 | FUNDACION DE HOGARES PARA TRABAJADORES |
SAN JUAN PR |
| 115 |
| $2.4M |
| $1.9M |
| 4 | RADIOLOGY ASSOCIATES OF VENICE AND ENGLEWOOD, P.A. RADIOLOGY ASSOCIATES OF VENICE AND ENGLEWOOD, P.A. PROFIT SHARING PLAN | VENICE FL | 124 | $13.0M | $919K |
| 5 | AMBASSADOR ENTERPRISES, LLC AE 401(K) PLAN 5% 90 DAY | FORT WAYNE IN | 327 | $11.9M | $878K |
| 6 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $774K |
| 7 | GROUND SERVICES INTERNATIONAL DNATA US 401(K) PLAN | ORLANDO FL | 3,287 | $12.3M | $740K |
| 8 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $660K |
| 9 | GEORGIA LOGISTICS GROUP, INC. GEORGIA LOGISTICS GROUP, INC. 401(K) RETIREMENT PLAN | ST. SIMONS ISLAND GA | 93 | $11.5M | $565K |
| 10 | ORLANDO TELEPHONE COMPANY INC. DBA SUMMIT BROADBAND SUMMIT BROADBAND 401(K) PLAN | ORLANDO FL | 264 | $10.6M | $543K |
