Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Balanced Income Port Ins in their Schedule of Assets, totaling $243K 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 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $178K |
| 2 | OSWEGO INDUSTRIES, INC. OSWEGO INDUSTRIES, INC. RETIREMENT PLAN | FULTON NY | 99 | $4.6M | $55K |
| 3 | KING'S RIDGE CHRISTIAN SCHOOL KING'S RIDGE CHRISTIAN SCHOOL 403(B) PLAN |
ALPHARETTA GA |
| 172 |
| $10.7M |
| $8K |
| 4 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN | OAK PARK IL | 609 | $17.0M | $1K |
