Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SAGIC Diversified Bond II Fixed Annuities in their Schedule of Assets, totaling $45.7M 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 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $20.7M |
| 2 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $17.8M |
| 3 | MANAGEMENT SCIENCES FOR HEALTH, INC. MSH US PAYROLL 401(K) RETIREMENT PLAN |
ARLINGTON VA |
| 266 |
| $102.5M |
| $5.9M |
| 4 | LORD ELECTRIC COMPANY OF PUERTO RIC , INC. LORD ELECTRIC COMPANY OF PUERTO RICO, EMPLOYEES RETIREMENT PLAN | SAN JUAN PR | 101 | $14.0M | $1.3M |