Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Annuity Insurance Co. Key Guaranteed Portfolio Fund in their Schedule of Assets, totaling $6.9M 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 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $3.8M |
| 2 | HIGHLINE WARREN LLC HIGHLINE WARREN LLC 401(K) PLAN | MEMPHIS TN | 1,378 | $80.5M | $1.1M |
| 3 | TOP RX, LLC TOP RX, LLC SAVINGS AND RETIREMENT PLAN |
BARTLETT TN |
| 242 |
| $14.4M |
| $868K |
| 4 | SEMI SEMI 401(K) RETIREMENT PLAN | MILPITAS CA | 109 | $37.8M | $773K |
| 5 | WHIP MIX CORPORATION WHIP MIX CORPORATION PROFIT SHARING PLAN | LOUISVILLE KY | 98 | $18.2M | $335K |
