Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NYLI INCOME BUILDER I in their Schedule of Assets, totaling $2.8M 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 | SAN DIEGO TOURISM AUTHORITY SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 72 | $13.4M | $2.8M |
| 2 | CIPRIANI USA INC CIPRIANI USA, INC. | NEW YORK NY | 566 | $3.6M | $3K |
| 3 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN |
NEWTOWN SQUARE PA |
| 189 |
| $11.8M |
| $3K |