Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding GROUP ANNUITY CONTRACT SHARES / UNITS * Principal Fixed Income Guaranteed Option in their Schedule of Assets, totaling $6.6M 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 | AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. 401K PLAN | VALHALLA NY | 235 | $27.4M | $6.6M |
