Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fixed Income Allocation I1 Common/collective trust in their Schedule of Assets, totaling $2.1M 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 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 535 | $57.9M | $965K |
| 2 | WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS DELTA HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 84 | $11.6M | $864K |
| 3 | WINDWARD FUND WINDWARD FUND 401(K) PLAN |
WASHINGTON DC |
| 76 |
| $4.4M |
| $88K |
| 4 | WRA, INC. WRA, INC. 401(K) PLAN | SAN RAFAEL CA | 101 | $19.0M | $77K |
| 5 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $31K |
| 6 | HOUSTON EAR, NOSE & THROAT CLINIC, LLP HOUSTON EAR NOSE & THROAT CLINIC 401(K) PROFIT SHARING PLAN | SUGARLAND TX | 110 | $27.0M | $29K |
