Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VY JPM SmCp Cr Eq Port R6 Registered Investment Company in their Schedule of Assets, totaling $4.9M 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 | OQ CHEMICALS CORPORATION OQ CHEMICALS CORPORATION RETIREMENT PLAN | BAY CITY TX | 281 | $96.5M | $2.3M |
| 2 | AMES GOLDSMITH CORP. AMES GOLDSMITH CORP. 401(K) PROFIT SHARING PLAN | GLENS FALLS NY | 471 | $36.8M | $1.3M |
| 3 | SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN |
HOUSTON TX |
| 200 |
| $17.7M |
| $1.0M |
| 4 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $263K |
| 5 | POLY VINYL COMPANY, INC. POLY VINYL CO. , INC. 401K AND PROFIT SHARING PLAN | SHEBOYGAN FALLS WI | 182 | $11.3M | $30K |
