Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Standard Insurance Company APEX Capital Preservation Income Fund in their Schedule of Assets, totaling $202K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROADMEAD, INC. BROADMEAD, INC. 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 349 | $11.5M | $202K |
