Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Financial Voya Index Solution 2040 Portfolio Class Z in their Schedule of Assets, totaling $807K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INFOVERITY U.S., INC. INFOVERITY RETIREMENT TRUST | DUBLIN OH | 185 | $20.0M | $807K |
