Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Reliance Trust New York Life Anchor Account in their Schedule of Assets, totaling $4.4M 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 | WCG CLINICAL, INC. WCG 401(K) PLAN | PRINCETON NJ | 1,632 | $180.5M | $2.0M |
| 2 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $1.2M |
| 3 | NORTECH SYSTEMS INC. NORTECH SYSTEMS 401(K) PROFIT SHARING PLAN |
MAPLE GROVE MN |
| 356 |
| $27.9M |
| $612K |
| 4 | AXWAY INC. AXWAY INC. 401(K) PLAN | SCOTTSDALE AZ | 362 | $87.4M | $556K |
| 5 | ELITE CLUBS INVESTMENT LLC ELITE CLUBS INVESTMENT LLC 401(K) PLAN | CHICAGO IL | 741 | $5.1M | $46K |
