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 Group annuity contract in their Schedule of Assets, totaling $18.6M 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 | WHOLESTONE FARMS COOPERATIVE INC WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN | FREMONT NE | 1,020 | $27.9M | $6.6M |
| 2 | WHOLESTONE FARMS COOPERATIVE, INC. WHOLESTONE FARMS COOPERATIVE 401(K) PLAN | FREMONT NE | 217 | $40.8M | $5.5M |
| 3 | SEKISUI AMERICA CORPORATION |
BURLINGTON MA |
| 355 |
| $48.1M |
| $4.2M |
| 4 | KOELLER NEBEKER CARLSON HALUCK KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN | IRVINE CA | 136 | $28.1M | $2.4M |