Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fixed income annuities * Key Guaranteed Income Portfolio Fund in their Schedule of Assets, totaling $189K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $189K |
