Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New York Life Anchor Acct IV Pooled separate account in their Schedule of Assets, totaling $32.8M 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 | GOJO INDUSTRIES, INC. GOJO RETIREMENT SAVINGS PLAN | AKRON OH | 1,646 | $244.7M | $20.8M |
| 2 | LIBERTY BANK LIBERTY BANK 401(K) PLAN | MIDDLETOWN CT | 823 | $126.0M | $6.4M |
| 3 | GELLER & COMPANY LLC GELLER & COMPANY LLC 401(K) PLAN | NEW YORK |
| 245 |
| $112.7M |
| $5.5M |
