Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fixed Account Plus* in their Schedule of Assets, totaling $13.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $7.8M |
| 2 | VNACARE VNACARE RETIREMENT PLAN | RANCHO CUCAMONGA CA | 150 | $13.5M | $1.9M |
| 3 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN |
CHICAGO IL |
| 206 |
| $6.0M |
| $1.1M |
| 4 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $944K |
| 5 | YOUTH AND FAMILY ALTERNATIVES, INC. YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW PORT RICHEY FL | 326 | $5.9M | $627K |
| 6 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $580K |
| 7 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $268K |
| 8 | DIRECTIONS FOR MENTAL HEALTH, 403(B) THRIFT PLAN FOR EMPLOYEES OF DIRECTIONS FOR MENTAL HEALTH, INC. | CLEARWATER FL | 384 | $3.8M | $198K |
| 9 | EXODUS INTEGRITY SERVICES, INC. EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST | WILLOUGHBY OH | 62 | $3.2M | $69K |
| 10 | PLEASANT VALLEY HOSPITAL PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN | POINT PLEASANT WV | 322 | $19.6M | $41K |
