Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Empower Annuity Insurance Key Guaranteed Portfolio Fund - in their Schedule of Assets, totaling $18.4M 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 | SUGAR CREEK PACKING CO. SUGAR CREEK PACKING CO. 401(K) PLAN AND TRUST | WASHINGTON COURT HOUSE OH | 1,497 | $63.2M | $5.0M |
| 2 | REX SIGNATURE SERVICES, LLC RSS RETIREMENT PLAN | SACRAMENTO CA | 646 | $67.5M | $3.1M |
| 3 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN |
HAMDEN CT |
| 648 |
| $115.2M |
| $3.0M |
| 4 | MCKIM & CREED, INC. MCKIM & CREED, INC. 401(K) PLAN | RALEIGH NC | 867 | $51.8M | $1.3M |
| 5 | SMART TECHNOLOGIES CORP. SMART TECHNOLOGIES 401(K) PLAN | — | 90 | $11.2M | $944K |
| 6 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $928K |
| 7 | HEALTH CARE LOGISTICS, INC. HEALTH CARE LOGISTICS, INC. 401(K) PLAN | CIRCLEVILLE OH | 336 | $19.5M | $809K |
| 8 | FIRST AVIATION SERVICES INC. FIRST AVIATION SERVICES INC. AND SUBSIDIARIES 401(K) PLAN | WESTPORT CT | 238 | $12.1M | $713K |
| 9 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $506K |
| 10 | L.P.M. HOLDING COMPANY, INC. L.P.M. HOLDING COMPANY, INC. 401(K) SAVINGS PLAN | BOLTON MA | 222 | $6.0M | $433K |
