Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding New York Life Insurance Company Group annuity contract in their Schedule of Assets, totaling $24.1M 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 | U.S. TSUBAKI HOLDINGS, INC. U.S. TSUBAKI HOLDINGS, INC. COLLECTIVELY BARGAINED AND HOURLY RETIREMENT PLAN | WHEELING IL | 324 | $36.6M | $10.6M |
| 2 | KING RANCH, INCORPORATED KING RANCH, INC. 401(K) EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 961 | $63.5M | $9.9M |
| 3 | AURELIA OSBORN FOX MEMORIAL HOSPITAL |
ONEONTA NY |
| 576 |
| $59.6M |
| $2.0M |
| 4 | CONSOLIDATED CITRUS LIMITED CONSOLIDATED CITRUS 401(K) SAVINGS PLAN | HOUSTON TX | 73 | $9.5M | $1.4M |
| 5 | AXINN, VELTROP & HARKRIDER, LLP AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 107 | $43.0M | $240K |
