Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R in their Schedule of Assets, totaling $3.8M 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 | WB HOLDINGS, INC. WB HOLDINGS, INC. 401(K) PLAN | ALLENTON WI | 359 | $34.7M | $1.3M |
| 2 | CANTONI, LP CANTONI LP 401(K) PROFIT SHARING PLAN | DALLAS TX | 161 | $14.3M | $1.2M |
| 3 | PIM BRANDS, INC. PIM BRANDS, INC. 401(K) PLAN | PARK RIDGE |
| 474 |
| $39.2M |
| $522K |
| 4 | TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN | CARROLLTON TX | 300 | $16.8M | $520K |
| 5 | CONIFER HOLDINGS, INC. CONIFER HOLDINGS, INC. 401(K) PLAN | TROY MI | 52 | $6.9M | $99K |
| 6 | PEI WEI ASIAN DINER, LLC PEI WEI 401(K) PLAN | IRVING TX | 1,392 | $4.7M | $67K |
| 7 | SURLY BREWING CO. SURLY BREWING CO. 401(K) PLAN | BROOKLYN CENTER MN | 291 | $5.9M | $64K |
