Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 106 retirement plans report an interest in this investment, totaling $1.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: NEW York Life Anchor Account, NEW York Life Anchor Acct I, NEW York Life Anchor, NEW York Life Anchor Acct Series I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MAERSK AGENCY USA, INC. MAERSK SAVINGS PLAN | FLORHAM PARK NJ | 10,682 | $1.0B | $89.7M |
| 2 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $69.5M |
| 3 | O-I GLASS, INC. OWENS-ILLINOIS MASTER SAVINGS TRUST | PERRYSBURG OH | — | $666.4M | $66.2M |
| 4 | MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 1,624 | $360.7M | $51.3M |
| 5 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN | DURHAM NC | 5,395 | $1.4B | $46.5M |
| 6 | NEW BALANCE ATHLETICS, INC. NEW BALANCE ATHLETICS EMPLOYEE SAVINGS AND SECURITY PLAN | BOSTON MA | 4,704 | $492.8M | $45.3M |
| 7 | POLY-AMERICA, L.P. POLY-AMERICA, L.P. RETIREMENT PLAN | GRAND PRAIRIE TX | 4,715 | $233.1M | $41.5M |
| 8 | BOARD OF TRUSTEES-LOCAL 63 DEFINED CONTRIBUTION PENSION FUND ARCH. IRONWORKERS LOCAL 63 DC PENSION TRUST | OAK BROOK IL | 2,159 | $338.2M | $38.5M |
| 9 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND | BLOOMINGTON MN | 476 | $231.4M | $35.1M |
| 10 | P.C. RICHARD & SON LONG ISLAND CORP P.C. RICHARD & SON 401(K) SAVINGS PLAN | FARMINGDALE NY | 1,950 | $210.0M | $33.1M |
