Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New York Life New York Life Guaranteed Interest Account in their Schedule of Assets, totaling $20.6M 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 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $12.2M |
| 2 | FERMI RESEARCH ALLIANCE, LLC RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | BATAVIA IL | 1,724 | $796.0M | $6.7M |
| 3 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY PENSION PLAN FOR EMPLOYEES EMPLOYED IN THE UNITED STATES OF AMERICA |
ORCHARD PARK NY |
| 42 |
| $33.0M |
| $1.7M |
