Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fixed annuity * Empower Key Guaranteed Portfolio Fund in their Schedule of Assets, totaling $9.0M 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 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $2.3M |
| 2 | LEISURE WORLD OF MARYLAND CORPORATION LEISURE WORLD OF MARYLAND CORPORATION SALARY SAVINGS PLAN | SILVER SPRING MD | 204 | $14.9M | $2.2M |
| 3 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN |
DUNCAN SC |
| 444 |
| $20.5M |
| $1.6M |
| 4 | CORUS ORTHODONTISTS LLC CORUS ORTHODONTISTS LLC 401(K) PLAN | LONE TREE CO | 273 | $42.1M | $1.5M |
| 5 | POCLAIN HYDRAULICS, INC. POCLAIN HYDRAULICS, INC. SAVINGS & RETIREMENT PLAN | STURTEVANT WI | 244 | $24.6M | $1.1M |
| 6 | WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION WHITEBOARD FEDERAL TECHNOLOGIES CORP 401(K) PLAN | WESTMINSTER MD | 87 | $26.0M | $262K |
| 7 | PLATO ELEARNING LLC ELB 401(K) PLAN | LEHI UT | 100 | $4.5M | $13K |