Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fixed Annuities Key Guaranteed Portfolio Fund Fixed Annuities in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARTIN'S BULK MILK SERVICES, INC. MARTIN'S BULK MILK SERVICE, INC. SAVINGS PLAN | WILTON WI | 247 | $9.1M | $4.2M |
| 2 | SHELBY GRAVEL, INC. SHELBY GRAVEL, INC. EMPLOYEE 401(K) RETIREMENT PLAN | SHELBYVILLE IN | 250 | $32.9M | $918K |
| 3 | ATWOOD DISTRIBUTING, L.P. |
ENID OK |
| 1,207 |
| $14.4M |
| $316K |