Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fixed Annuity Key Guaranteed Portfolio Fund Fixed Annuity in their Schedule of Assets, totaling $7.6M 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 | UNITED CHEMI-CON, INC. UNITED CHEMI-CON, INC. 401(K) PLAN & TRUST | ROLLING MEADOWS IL | 158 | $21.6M | $6.8M |
| 2 | SOUTH32 HERMOSA INC. SOUTH32 HERMOSA INC. 401(K) PLAN | TUCSON AZ | 196 | $16.9M | $789K |
| 3 | JAMES-BATES-BRANNAN-GROOVER LLP JAMES-BATES-BRANNAN-GROOVER LLP 401(K) PLAN |
MACON GA |
| 113 |
| $12.7M |
| $37K |
