Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fixed Annuity * KEY GUARANTEED PORTFOLIO FUND in their Schedule of Assets, totaling $2.4M 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 | DDB LATINA PUERTO RICO, INC. 1081. 01(D) RETIREMENT PLAN FOR EMPLOYEES OF DDB LATINA PUERTO RICO, INC. | SAN JUAN PR | 105 | $8.7M | $1.6M |
| 2 | CONCILIO DE SALUD INTEGRL DE LOIZA, INC. PLAN DE COMPENSACION DIFERIDA 1165(E) DEL CONCILIO DE SALUD INTEGRAL DE LOIZA, INC. | LOIZA PR | 154 | $4.1M | $797K |
