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 R6 Pooled separate account in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARTON SERVICE CSI, LLC CARTON SERVICE CSI, LLC 401(K) PLAN | SHELBY OH | 103 | $13.7M | $4.2M |
| 2 | JR MANUFACTURING, INC. JR MANUFACTURING, INC. 401(K) PLAN | FORT RECOVERY OH | 179 | $13.3M | $1.1M |
| 3 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN |
NORTH BERGEN NJ |
| 854 |
| $46.6M |
| $380K |
| 4 | NC, INC. NC INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN | VINCENNES IN | 190 | $13.6M | $192K |
| 5 | ISYS TECHNOLOGIES ISYS TECHNOLOGIES 401(K) PLAN | LITTLETON CO | 231 | $12.7M | $58K |
| 6 | TURN KEY REALTY, LLC TURN KEY REALTY 401(K) RETIREMENT PLAN | CONSHOHOCKEN PA | 53 | $2.3M | $11K |
| 7 | ADVANCE PAPER BOX COMPANY ADVANCE PAPER BOX COMPANY UNION 401(K) PLAN | LOS ANGELES CA | 93 | $1.8M | $4K |