Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Stable Value Fixed Income CIT in their Schedule of Assets, totaling $17.5M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $10.7M |
| 2 | SNIDER TIRE, INC. SNIDER TIRE, INC. PROFIT SHARING AND SALARY DEFERRAL SAVINGS PLAN | FORT MILL SC | 1,151 | $42.2M | $5.0M |
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
IRVING TX |
| 270 |
| $29.2M |
| $507K |
| 4 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $457K |
| 5 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $426K |
| 6 | MIDWEST VETERINARY PARTNERS. LLC MIDWEST VETERINARY PARTNERS 401(K) PLAN | SOUTHFIELD MI | 7,950 | $165.5M | $262K |
| 7 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $37K |
| 8 | WAUSAU SUPPLY CO. WAUSAU SUPPLY COMPANY 401(K) PLAN | SCHOFIELD WI | 903 | $36.0M | $35K |
| 9 | GENESEE SCIENTIFIC, LLC GENESEE SCIENTIFIC 401(K) PLAN | EL CAJON CA | 114 | $6.5M | $34K |
| 10 | AVOQ LLC AVOQ RETIREMENT PLAN | WASHINGTON DC | 211 | $23.9M | $32K |
