Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance EI Fixed Account - Series Class I N/R in their Schedule of Assets, totaling $956K 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 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $539K |
| 2 | ALPHA SOURCE HOLDCO, LLC ALPHA SOURCE HOLDCO, LLC 401(K) PLAN | MILWAUKEE WI | 290 | $18.0M | $248K |
| 3 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN |
AUSTIN TX |
| 387 |
| $23.9M |
| $169K |
