Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding EI Fixed Account Series Class II in their Schedule of Assets, totaling $13.1M 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 | HENNESSY CADILLAC, INC. HENNESSY 401(K) PLAN | MORROW GA | 899 | $71.4M | $6.9M |
| 2 | SURFACE COMBUSTION, INC. SURFACE COMBUSTION, INC. PROFIT SHARING/401(K) PLAN | MAUMEE OH | 85 | $21.4M | $1.9M |
| 3 | CARD-MONROE CORP. CARD-MONROE CORP. 401(K) PLAN |
HIXSON TN |
| 243 |
| $20.9M |
| $1.7M |
| 4 | CFS MANAGEMENT, LLC US EYE 40(K) RETIREMENT SAVINGS PLAN | VENICE FL | 963 | $39.9M | $1.6M |
| 5 | HMH ENGINEERS HMH 401(K) PLAN | SAN JOSE CA | 88 | $28.0M | $367K |
| 6 | MAGNA LEGAL SERVICES, LLC MAGNA LEGAL SERVICES 401(K) / PROFIT SHARING PLAN | PHILADELPHIA PA | 821 | $40.5M | $362K |
| 7 | THE VILLAGE FOR FAMILIES & CHILDREN, INC. THE VILLAGE FOR FAMILIES & CHILDREN, INC. 403(B)DC PLAN | HARTFORD CT | 622 | $23.8M | $151K |
| 8 | COMMERCIAL DESIGN SERVICES INC. COMMERCIAL DESIGN SERVICES INC. 401K PROFIT SHARING PLAN & TRUST | TAMPA FL | 130 | $10.6M | $56K |
| 9 | VAULT RISK MANAGEMENT SERVICES, LLC VAULT RISK MANAGEMENT 401(K) PLAN | ST. PETERSBURG FL | 223 | $15.9M | $47K |
| 10 | WRIGHT SERVICE CORP. WRIGHT TREE OF PUERTO RICO RETIREMENT PLAN | WEST DES MOINES IA | 143 | $931K | $13K |
