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 Srv Registered Investment Company in their Schedule of Assets, totaling $869K 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 | OLD DUTCH FOODS, INC. OLD DUTCH FOODS, INC. 401(K) PLAN | ROSEVILLE MN | 443 | $56.2M | $745K |
| 2 | THE NEW ENGLAND CENTER FOR CHILDREN INC. THE NEW ENGLAND CENTER FOR CHILDREN, INC. TAX DEFERRED ANNUITY PLAN | SOUTHBOROUGH MA | 469 | $25.1M | $115K |
| 3 | CITIZENS TRUST BANK |
ATLANTA GA |
| 128 |
| $10.3M |
| $9K |
