Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Securities Portfolio in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANTHEM HOLDING CORP. EMPLOYEES' RETIREMENT PLAN OF BLUE CROSS OF CALIFORNIA | INDIANAPOLIS IN | 38 | $44.0M | $2.1M |
| 2 | NKSFB, LLC NKSFB, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 666 | $101.7M | $1.9M |
| 3 | PRESTON HEALTH SERVICES, INC. PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN |
CENTRE AL |
| 695 |
| $9.2M |
| $6K |
