Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding New York Life Ins. Co. in their Schedule of Assets, totaling $106.3M 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 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $71.3M |
| 2 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $17.1M |
| 3 | ALPHA NATURAL RESOURCES, LLC ALPHA LEGACY COMPANY PENSION PLAN |
BRISTOL TN |
| 1,017 |
| $368.7M |
| $13.1M |
| 4 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $3.4M |
| 5 | ANTHOLOGY INC. BLACKBOARD INC. 401(K) PLAN | RESTON VA | 458 | $145.0M | $1.3M |