Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding New York Life Anchor Account-Pooled Separate Account in their Schedule of Assets, totaling $268.0M 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 | O-I GLASS, INC. OWENS-ILLINOIS MASTER SAVINGS TRUST | PERRYSBURG OH | — | $666.4M | $66.2M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $35.3M |
| 3 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN |
FREMONT CA |
| 7,856 |
| $896.1M |
| $31.1M |
| 4 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $20.2M |
| 5 | MOMENTIVE PERFORMANCE MATERIALS INC. MOMENTIVE PERFORMANCE MATERIALS SAVINGS PLAN | NISKAYUNA NY | 1,496 | $498.0M | $19.6M |
| 6 | MAXAR TECHNOLOGIES INC. MAXAR 401(K) PROFIT SHARING PLAN | WESTMINSTER CO | 4,259 | $1.0B | $17.4M |
| 7 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $14.4M |
| 8 | MAXAR TECHNOLOGIES INC. MAXAR 401(K) PROFIT SHARING PLAN | WESTMINSTER CO | 3,162 | $1.3B | $13.7M |
| 9 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN | SPRINGFIELD OR | 1,498 | $223.8M | $11.4M |
| 10 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO., CARPENTERS INDUSTRIAL COUNCIL DEFINED CONTRIBUTION PLAN | SPRINGFIELD OR | 1,653 | $126.6M | $8.4M |
