Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding New York Life Investments in their Schedule of Assets, totaling $15.8M 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 | PHOENIX CONTACT DEVELOPMENT AND MANUFACTURING, INC. PHOENIX CONTACT EMPLOYEE INVESTMENT PLAN | MIDDLETOWN PA | 1,117 | $169.0M | $15.8M |
