Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Investment Portfolio in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS EQUITY FIRST CREDIT UNION CEFCU DEFERRED COMPENSATION PLAN AND TRUST | PEORIA IL | 987 | $145.1M | $1.2M |
| 2 | AVALON RISK MANAGEMENT INSURANCE AGENCY LLC AVALON RISK MANAGEMENT 401(K) PLAN | SCHAUMBURG IL | 138 | $18.7M | $40K |
