Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Index Solution 2040 Portfolio Fund " in their Schedule of Assets, totaling $3.3M 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 | EMPYREAN BENEFIT SOLUTIONS, INC. EMPYREAN BENEFIT SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 872 | $65.1M | $2.6M |
| 2 | MATTHEWS BUSES, INC. MATTHEWS BUSES, INC. 401(K) PROFIT SHARING PLAN | BALLSTON SPA NY | 228 | $11.7M | $455K |
| 3 | WEST-TECH CONTRACTING, INC. WEST-TECH CONTRACTING, INC. 401(K) PLAN |
ESCONDIDO CA |
| 120 |
| $16.6M |
| $266K |