Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FUND * Voya Retirement Insurance and Annuity Company Voya Fixed Account in their Schedule of Assets, totaling $1.1M 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 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $950K |
| 2 | ALLEN SAMUELS WACO DCJ, INC. ALLEN SAMUELS RETIREMENT PLAN | WACO TX | 227 | $5.1M | $116K |
