Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding New York Life Anchor Acct IV Pooled Separate Accounts in their Schedule of Assets, totaling $62.0M 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 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $30.8M |
| 2 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $15.3M |
| 3 | METROLINA NEPHROLOGY ASSOCIATES, P.A. |
CHARLOTTE NC |
| 220 |
| $60.0M |
| $6.3M |
| 4 | WYRICK ROBBINS YATES & PONTON LLP WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN | RALEIGH NC | 174 | $101.7M | $5.7M |
| 5 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $3.2M |
| 6 | NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO TX | 10 | $50.5M | $660K |
