Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding New York Life Anchor Account* in their Schedule of Assets, totaling $143.0M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $44.4M |
| 2 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $30.9M |
| 3 | BORAD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN |
ORANGE CA |
| 3,117 |
| $228.3M |
| $25.5M |
| 4 | CLARIVATE ANALYTICS (US) LLC CLARIVATE ANALYTICS 401(K) SAVINGS PLAN | ANN ARBOR MI | 2,732 | $519.7M | $15.3M |
| 5 | SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE AL | 708 | $62.4M | $4.8M |
| 6 | WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN | BETHESDA MD | 1,366 | $260.4M | $4.7M |
| 7 | CHARLES ABBOTT ASSOCIATES, INC. CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 222 | $25.8M | $4.0M |
| 8 | TAKKT FOODSERVICES, LLC TAKKT FOODSERVICES 401(K) PLAN | HARRISON OH | 319 | $62.5M | $4.0M |
| 9 | GRIDIRON FIBER CORP. GRIDIRON FIBER SAVINGS AND SECURITY PLAN | WAYNESBORO VA | 552 | $56.2M | $3.3M |
| 10 | L F JENNINGS INC. L. F. JENNINGS, INC. PROFIT SHARING PLAN | FALLS CHURCH VA | 331 | $86.0M | $3.1M |
