Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding Key Guaranteed Portfolio Fund* in their Schedule of Assets, totaling $98.6M 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 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $11.6M |
| 2 | AJAX PAVING INDUSTRIES, INC. AJAX PAVING INDUSTRIES, INC. 401(K) PLAN | TROY MI | 122 | $48.0M | $6.7M |
| 3 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST |
COON RAPIDS MN |
| 263 |
| $91.7M |
| $4.8M |
| 4 | ADOLFSON & PETERSON, INC. ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN | MINNEAPOLIS MN | 566 | $84.2M | $4.7M |
| 5 | TEIJIN AUTOMOTIVE TECHNOLOGIES TEIJIN AUTOMOTIVE TECHNOLOGIES 401(K) PLAN | AUBURN HILLS MI | 3,283 | $95.6M | $3.9M |
| 6 | COR PARTNERS, INC. COR PARTNERS 401(K) PLAN | ATLANTA GA | 1,422 | $134.0M | $3.7M |
| 7 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $3.5M |
| 8 | OAHU PUBLICATIONS, INC. OAHU PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 131 | $30.4M | $3.2M |
| 9 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $3.1M |
| 10 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $2.7M |
