Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Voya* Index Solution Income Portfolio in their Schedule of Assets, totaling $2.0M 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 | OPTO INTERNATIONAL, INC. OPTO INTERNATIONAL 401K PLAN | WOOD DALE IL | 159 | $5.9M | $859K |
| 2 | TRANSMEDICS, INC. TRANSMEDICS, INC. 401(K) PLAN | ANDOVER MA | 710 | $31.9M | $410K |
| 3 | BCI BRANDS, LLC BCI BRANDS, LLC EMPLOYEE SAVINGS PLAN |
| 305 |
| $12.4M |
| $328K |
| 4 | WINESHIPPING.COM, LLC WINESHIPPING.COM, LLC 401(K) PLAN | NAPA CA | 507 | $11.4M | $146K |
| 5 | H & M MECHANICAL CONSTRUCTORS, INC. H & M MECHANICAL CONSTRUCTORS, INC. EMPLOYEE 401(K) PLAN | PASADENA TX | 388 | $16.0M | $80K |
| 6 | SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON TX | 200 | $17.7M | $72K |
| 7 | ALL AMERICAN WINDOWS AND DOORS - BTP, LLC ALL AMERICAN WINDOWS AND DOORS 401(K) PLAN | FORT LAUDERDALE FL | 112 | $2.1M | $63K |
| 8 | SOVRN HOLDINGS, INC. SOVRN 401(K) PLAN | BOULDER CO | 134 | $15.4M | $50K |
| 9 | AUI, INC. AUI, INC. 401(K) PROFIT SHARING PLAN | ELKTON MD | 256 | $12.4M | $2K |
