Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding EI Fixed Account Series Class III Fixed annuities in their Schedule of Assets, totaling $6.8M 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 | $3.3M |
| 2 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $2.2M |
| 3 | SSM GROUP, INC. SSM GROUP, INC. 401(K) PROFIT SHARING PLAN |
READING PA |
| 74 |
| $14.0M |
| $1.2M |
| 4 | PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND OR | 269 | $30.7M | $146K |
| 5 | CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS 401(K) PLAN | ORLANDO FL | 107 | $4.1M | $28K |
