Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding VY TRwPr Cap Apprec Port Srv Registered Investment Company in their Schedule of Assets, totaling $8.4M 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 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL SMOC 403(B) SAVINGS PLAN | FRAMINGHAM MA | 464 | $21.9M | $2.6M |
| 2 | BARAGA HOUGHTON KEWEENAW CHILD DEVELOPMENT BOARD BARAGA HOUGHTON KEWEENAW CHILD DEVELOPMENT BOARD 403(B) PLAN | HOUGHTON MI | 74 | $7.0M | $1.8M |
| 3 | PALM BAY INTERNATIONAL, INC. |
PORT WASHINGTON NY |
| 272 |
| $37.2M |
| $1.5M |
| 4 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $1.2M |
| 5 | THE NEW ENGLAND CENTER FOR CHILDREN INC. THE NEW ENGLAND CENTER FOR CHILDREN, INC. TAX DEFERRED ANNUITY PLAN | SOUTHBOROUGH MA | 469 | $25.1M | $665K |
| 6 | GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND GOODWILL NORTHERN NEW ENGLAND 403(B) PLAN | GORHAM ME | 1,138 | $18.5M | $473K |
| 7 | FYI - FOR YOUR INFORMATION, INC. FYI - FOR YOUR INFORMATION, INC. 401K PLAN | SILVER SPRING MD | 114 | $6.0M | $59K |
| 8 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $27K |
| 9 | WISCONSIN ATHLETIC CLUB, LLC WISCONSIN ATHLETIC CLUB, LLC SALARY SAVINGS 401(K) PLAN | WEST ALLIS WI | 120 | $6.9M | $21K |
| 10 | ATLANTIC GENERAL HOSPITAL CORP ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED | BERLIN MD | 853 | $72.3M | $3K |
