Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Great-West Life & Annuity Insurance Co. GWI Fixed Account - Series Class I in their Schedule of Assets, totaling $2.3M 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 | PELTRAM PLUMBING HOLDINGS LLC P3 SERVICES CONSOLIDATED 401(K) PLAN | HOCKLEY TX | 780 | $18.8M | $1.1M |
| 2 | PELTRAM PLUMBING HOLDINGS, LLC P3 SERVICES CONSOLIDATED 401(K) PLAN | AUBURN WA | 584 | $12.0M | $1.0M |
| 3 | OAK LEAF MANAGEMENT COMPANY, INC. OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN |
HOUSTON TX |
| 122 |
| $6.8M |
| $244K |
| 4 | ARLO G. LOTT TRUCKING, INC. ARLO G. LOTT TRUCKING, INC. 401(K) PLAN | JEROME ID | 139 | $3.5M | $5K |
