Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding New York Life NYL Guaranteed Interest Account in their Schedule of Assets, totaling $280.0M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $246.5M |
| 2 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $16.4M |
| 3 | SPECIALIZED BICYCLE COMPONENTS, INC. |
MORGAN HILL CA |
| 711 |
| $152.3M |
| $9.0M |
| 4 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $6.5M |
| 5 | MARIO TRICOCI HAIR SALON AND DAY SPAS, LLC MARIO TRICOCI 401(K) SAVINGS PLAN | PALATINE IL | 990 | $54.8M | $1.7M |
