Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Reliance Trust Company New York Life Anchor Account in their Schedule of Assets, totaling $4.1M 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 | LMH SERVICE, INC. THE LMH 401(K) RETIREMENT AND SAVINGS PLAN | HUNTINGTON BEACH CA | 1,520 | $54.2M | $2.8M |
| 2 | SOUTHERN BANCORP, INC. SOUTHERN BANCORP 401(K) RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | LITTLE ROCK AR | 569 | $53.9M | $1.2M |
