Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EI Fixed Account - Series Class II Fixed annuities in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOCIEDAD PARA LA ASISTENCIA LEGAL DE PR, INC. SOCIEDAD PARA ASISTENCIA LEGAL PENSION PLAN | SAN JUAN PR | 158 | $23.9M | $1.1M |
| 2 | CHILDREN'S HOME SOCIETY OF NEW JERSEY CHILDREN'S HOME SOCIETY OF NEW JERSEY 403(B) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | TRENTON NJ | 512 | $2.3M | $114K |
| 3 | MARTINUS BOTTOM LINE LLC |
LEES SUMMIT MO |
| 219 |
| $2.8M |
| $16K |