Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VY TRwPr Cap Apprec Port Srv Pooled separate account in their Schedule of Assets, totaling $5.7M 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $5.2M |
| 2 | AKRION TECHNOLOGIES, INC. AKRION TECHNOLOGIES, INC. 401(K) PLAN | ALLENTOWN PA | 80 | $16.7M | $452K |
