Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nw Fixed Select Option in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $2.5M |
| 2 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $1.1M |
| 3 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN |
NEW YORK NY |
| 319 |
| $24.0M |
| $224K |
| 4 | FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI | COLUMBUS OH | 172 | $11.8M | $219K |
| 5 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN | ATLANTA GA | 445 | $3.3M | $138K |
