Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Key Guaranteed Portfolio Fund Group annuity contract N/A in their Schedule of Assets, totaling $3.6M 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 | FORBO SIEGLING, LLC FORBO SIEGLING, LLC RETIREMENT PLAN AND TRUST | HUNTERSVILLE NC | 352 | $13.8M | $1.5M |
| 2 | YES& COMPANIES LLC YES& COMPANIES EMPLOYEE SAVINGS PLAN | LAS VEGAS NV | 789 | $17.1M | $709K |
| 3 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN |
REDMOND WA |
| 113 |
| $17.4M |
| $614K |
| 4 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $479K |
| 5 | THE PENDERGRAPH COMPANIES, LLC THE PENDERGRAPH COMPANIES, LLC 401(K) PLAN | RALEIGH NC | 143 | $6.4M | $204K |
| 6 | NORTHERN PLAINS RAILROAD, INC. NORTHERN PLAINS RAILROAD, INC. 401(K) PROFIT SHARING PLAN | FORDVILLE ND | 179 | $8.9M | $163K |
