Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Life insurance policies Sun Life Financial Life insurance policies in their Schedule of Assets, totaling $39K 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 | JOHN S. JAMES CO. JOHN S. JAMES CO. 401(K) RETIREMENT PLAN | GARDEN CITY GA | 154 | $10.7M | $39K |
