Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding New York Life Insurance Company Anchor Account IV in their Schedule of Assets, totaling $75.2M 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 | KYOCERA AVX COMPONENTS CORPORATION AVX GREENVILLE LLC 401(K) PLAN | FOUNTAIN INN SC | 1,261 | $227.9M | $25.1M |
| 2 | INFINITE HEALTH COLLABORATIVE, P.A. REVO AND I-HEALTH RETIREMENT PLAN | BLOOMINGTON MN | 3,230 | $531.3M | $20.6M |
| 3 | WILLIAMS MULLEN CLARK & DOBBINS P.C. |
RICHMOND VA |
| 370 |
| $283.6M |
| $9.2M |
| 4 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 232 | $89.4M | $9.2M |
| 5 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 347 | $126.1M | $7.9M |
| 6 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $1.7M |
| 7 | KYOCERA AVX COMPONENTS CORPORATION AVX 401(K) PLAN | FOUNTAIN INN SC | 161 | $6.8M | $1.5M |
