Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding VY TRwPr Cap Apprec Port R6 Registered investment company in their Schedule of Assets, totaling $42.1M 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 | H. BETTI INDUSTRIES INC. H. BETTI INDUSTRIES 401K SAVINGS PLAN | CARLSTADT NJ | 318 | $47.8M | $10.9M |
| 2 | BRUNSWICK AUTO MART, INC. BRUNSWICK AUTO MART, INC. 401(K) PLAN | BRUNSWICK OH | 421 | $32.8M | $5.1M |
| 3 | ATLANTIC GENERAL HOSPITAL CORP ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED |
BERLIN MD |
| 853 |
| $72.3M |
| $4.4M |
| 4 | INTERDESIGN, INC. INTERDESIGN, INC. PROFIT SHARING PLAN | SOLON OH | 190 | $24.0M | $4.2M |
| 5 | METRIE INC. METRIE 401(K) RETIREMENT SAVINGS PLAN | BLAINE WA | 1,244 | $84.9M | $3.5M |
| 6 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $3.4M |
| 7 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $2.7M |
| 8 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $1.8M |
| 9 | LUXURY BRAND HOLDING, INC. LUXURY BRAND HOLDING, INC. 401K PLAN | CRANSTON RI | 228 | $21.3M | $1.6M |
| 10 | MONTEREY PENINSULA COUNTRY CLUB MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | PEBBLE BEACH CA | 242 | $13.2M | $1.5M |
