Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fully benefit-responsive investment contract with an insurance company * Principal Insurance company at contract value in their Schedule of Assets, totaling $492K 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 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $492K |
