Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding New York Life in their Schedule of Assets, totaling $77.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $73.8M |
| 2 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN | HERSHEY PA | 11,915 | $2.1B | $3.1M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 401(K) PLAN |
ALLENTOWN PA |
| 43 |
| $39.6M |
| $438K |
| 4 | CHAMPIONS GROUP CHAMPIONS GROUP 401(K) SAFE HARBOR PLAN | BREA CA | 640 | $16.8M | $81K |
