Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mainstay in their Schedule of Assets, totaling $31.1M 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 | UNIVERSITY FEDERAL CREDIT UNION UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 749 | $126.6M | $12.6M |
| 2 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $12.0M |
| 3 | R & R, INC. |
YOUNGSTOWN OH |
| 87 |
| $28.1M |
| $2.8M |
| 4 | ELH MGMT LLC ELH MGMT LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 123 | $2.4M | $1.9M |
| 5 | LOW INCOME INVESTMENT FUND LOW INCOME INVESTMENT FUND 401K PLAN | SAN FRANCISCO CA | 148 | $20.6M | $1.7M |
