Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding NYL Anchor Account in their Schedule of Assets, totaling $119.0M 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 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $71.3M |
| 2 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $17.1M |
| 3 | GEON PERFORMANCE SOLUTIONS GEON PERFORMANCE SOLUTIONS 401(K) PLAN |
WESTLAKE OH |
| 653 |
| $115.5M |
| $9.7M |
| 4 | LIMBACH FACILITY SERVICES LLC LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN | WARRENDALE PA | 0 | $0 | $8.7M |
| 5 | DIGITAL INSURANCE, LLC DIGITAL INSURANCE, LLC 401(K) PLAN | ATLANTA GA | 4,442 | $401.8M | $6.9M |
| 6 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $3.4M |
| 7 | ANTHOLOGY INC. BLACKBOARD INC. 401(K) PLAN | RESTON VA | 458 | $145.0M | $1.3M |
| 8 | STOELZLE GLASS USA, INC. STOELZLE GLASS USA, INC. 401(K) PLAN | MONACA PA | 354 | $15.0M | $460K |
| 9 | VITALSOURCE TECHNOLOGIES LLC VITALSOURCE TECHNOLOGIES LLC 401(K) PLAN | RALEIGH NC | 372 | $46.7M | $134K |
