Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New York Life Global FDG in their Schedule of Assets, totaling $6.8M 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 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $5.7M |
| 2 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $822K |
| 3 | ASBESTOS WORKERS PHILADELPHIA WELFARE FUND ASBESTOS WORKERS PHILADELPHIA WELFARE FUND |
PHILADELPHIA PA |
| 457 |
| $32.9M |
| $199K |
