Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $352.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: NY Life INS CO Anchor Acct, NY Life INS CO Anchor Account Fund, NY Life INS CO Anchor Account. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $309.7M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $38.2M |
| 3 | PENNY PLATE, LLC PACKAGING MATTERS, LLC 401(K) PLAN | MOUNT LAUREL NJ | 339 | $6.7M | $907K |
| 4 | CATHCART RAIL, LLC CATHCART RAIL, LLC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 772 | $14.8M | $467K |
| 5 | BOCCHI OHIO LABORATORIES, LLC BRIGHT INNOVATION LABS 401(K) PLAN | NEW ALBANY OH | 275 | $5.3M | $377K |
| 6 | GREATER SAN ANTONIO EMERGENCY PHYSICIANS, P.A. GSEP RETIREMENT PLAN | SAN ANTONIO TX | 80 | $40.6M | $374K |
| 7 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 412 | $18.0M | $372K |
| 8 | FUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION FUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION RETIREMENT SAVINGS PLAN | IRVINE CA | 156 | $14.3M | $324K |
| 9 | SHADOW HOLDINGS, LLC DBA BRIGHT INNOVATION LABS BRIGHT INNOVATION LABS 401(K) PLAN | SANTA CLARITA CA | 344 | $5.8M | $312K |
| 10 | CREW, INC. CREW, INC. 401(K) RETIREMENT PLAN | RANCHO DOMINGUEZ CA | 71 | $13.6M | $276K |
