Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding VY TRwPr Cap Apprec Port Ins Registered Investment Company in their Schedule of Assets, totaling $42.5M 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 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) PLAN | SYRACUSE NY | 721 | $125.7M | $20.7M |
| 2 | JFC INTERNATIONAL INC. JFC INTERNATIONAL INC. SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 710 | $174.8M | $10.0M |
| 3 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
MILTON MA |
| 669 |
| $144.1M |
| $5.0M |
| 4 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) RETIREMENT PLAN FOR | SYRACUSE NY | 2,253 | $96.0M | $4.1M |
| 5 | CRANE WORLDWIDE LOGISTICS, LLC CRANE COMPANIES 401K PLAN | HOUSTON TX | 1,693 | $79.6M | $2.2M |
| 6 | FRANKLIN PRIMARY HEALTH CENTER, INC FRANKLIN PRIMARY HEALTH CENTER, INC. 403(B) PLAN | MOBILE AL | 209 | $8.4M | $310K |
| 7 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN | JONESBORO AR | 77 | $7.6M | $192K |
