Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Annuity Insurance * Fixed Account Series Class I in their Schedule of Assets, totaling $1.9M 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 | COLONIAL MANAGEMENT GROUP, LP COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN | MAITLAND FL | 1,244 | $23.6M | $1.2M |
| 2 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $609K |
| 3 | RICHARD HEATH & ASSOCIATES, INC. RICHARD HEATH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 218 |
| $11.1M |
| $105K |
