Form 5500 Search

VY TRwPr Cap Apprec Port Srv Registered Investment Company

U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.

Plans holding
10
Total parsed position
$7.5M
Data source
Schedule of Assets

Plans holding this fundranked by position size

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Position
1SOUTH MIDDLESEX OPPORTUNITY COUNCIL
SMOC 403(B) SAVINGS PLAN
FRAMINGHAM
MA
464$21.9M$2.6M
2PALM BAY INTERNATIONAL, INC.
PALM BAY INTERNATIONAL, INC. 401(K) PLAN
PORT WASHINGTON
NY
272$37.2M$1.5M
3HOUSE HASSON HARDWARE CO., INC.
HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES
KNOXVILLE
TN
649$22.3M$1.2M
4SOUTH LOUISIANA BANK, INC
SOUTH LOUISIANA BANK, INC. EMPLOYEE SAVINGS PLAN
HOUMA
LA
129$16.9M$1.0M
5THE NEW ENGLAND CENTER FOR CHILDREN INC.
THE NEW ENGLAND CENTER FOR CHILDREN, INC. TAX DEFERRED ANNUITY PLAN
SOUTHBOROUGH
MA
469$25.1M$665K
6GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
GOODWILL NORTHERN NEW ENGLAND 403(B) PLAN
GORHAM
ME
1,138$18.5M$473K
7FYI - FOR YOUR INFORMATION, INC.
FYI - FOR YOUR INFORMATION, INC. 401K PLAN
SILVER SPRING
MD
114$6.0M$59K
8OREGON CATHOLIC PRESS
OREGON CATHOLIC PRESS 403(B) PLAN
LAKE OSWEGO
OR
140$27.8M$27K
9WISCONSIN ATHLETIC CLUB, LLC
WISCONSIN ATHLETIC CLUB, LLC SALARY SAVINGS 401(K) PLAN
WEST ALLIS
WI
120$6.9M$21K
10ATLANTIC GENERAL HOSPITAL CORP
ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED
BERLIN
MD
853$72.3M$3K