Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Annuity Insurance Company of America MassMutual Sagic Diversified Bond II in their Schedule of Assets, totaling $27.9M 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 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $24.5M |
| 2 | BURKERT USA CORP BURKERT USA CORP PLAN AND RETIREMENT TRUST | HUNTERSVILLE NC | 168 | $25.9M | $3.3M |
