Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VY JPM SmCp Cr Eq Port Ins Registered Investment Company in their Schedule of Assets, totaling $7.2M 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 | JFC INTERNATIONAL INC. JFC INTERNATIONAL INC. SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 710 | $174.8M | $6.9M |
| 2 | GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND GOODWILL NORTHERN NEW ENGLAND 403(B) PLAN | GORHAM ME | 1,138 | $18.5M | $230K |
| 3 | THE NELSON-ATKINS MUSEUM OF ART |
KANSAS CITY MO |
| 372 |
| $14.2M |
| $34K |
