Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding New York Life Insurance Company New York Life Anchor Account in their Schedule of Assets, totaling $28.5M 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 | KONTOOR BRANDS, INC. KONTOOR BRANDS 401(K) SAVINGS PLAN | GREENSBORO NC | 2,705 | $290.7M | $16.3M |
| 2 | UNIT CORPORATION UNIT CORPORATION EMPLOYEES' THRIFT PLAN | TULSA OK | 645 | $56.2M | $4.3M |
| 3 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN |
CHARLOTTE NC |
| 477 |
| $109.4M |
| $4.0M |
| 4 | MUNICH RE SPECIALTY GROUP N.A. INC. MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 289 | $50.5M | $3.9M |
