Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Group annuity contract * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund in their Schedule of Assets, totaling $6.4M 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 | FREEDMAN SEATING COMPANY FREEDMAN SEATING COMPANY 401(K) PLAN | CHICAGO IL | 641 | $30.1M | $3.4M |
| 2 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $1.9M |
| 3 | NEXGEN DATA SYSTEMS, INC. NEXGEN DATA SYSTEMS 401(K) PLAN |
| 226 |
| $22.8M |
| $812K |
| 4 | J-BERD MECHANICAL CONTRACTORS, INC. J-BERD MECHANICAL CONTRACTORS, INC. 401(K) PLAN | SAUK RAPIDS MN | 736 | $87.1M | $356K |
