Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Floating Rate Income Fund in their Schedule of Assets, totaling $150K 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 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $134K |
| 2 | TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTAL IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND | LANSING IL | 6,683 | $777.2M | $5K |
| 3 |
BELOIT WI |
| 19,397 |
| $1.3B |
| $3K |
| 4 | AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN UT | 3,908 | $686.8M | $1K |
| 5 | ADVANTAGECARE PHYSICIANS, P.C. MASTER TRUST FOR ADVANTAGECARE PHYSICIANS, P.C. DEFINED CONTRIBUTION PLANS | NEW YORK NY | — | $364.5M | $1K |
| 6 | THE OHIO NATIONAL LIFE INSURANCE COMPANY CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN | CINCINNATI OH | 817 | $177.0M | $1K |
| 7 | BOARD OF TRUSTEES-LOCAL 701 RETIREMENT SAVINGS FUND IBEW LOCAL 701 RETIREMENT SAVINGS FUND | WARRENVILLE IL | 1,734 | $418.6M | $967 |
| 8 | IBEW LOCAL 38 401(K) RETIREMENT PLAN IBEW LOCAL 38 401(K) RETIREMENT PLAN | CLEVELAND OH | 2,194 | $168.3M | $720 |
| 9 | TEXAS HEALTH RESOURCES FROZEN PHS 401(A) PLAN | ARLINGTON TX | 256 | $18.7M | $514 |
| 10 | TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN | LAPORTE IN | 805 | $137.1M | $455 |
