Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Voya* Intermediate Bond Fund R6 in their Schedule of Assets, totaling $37.8M 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 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $4.7M |
| 2 | BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | MURRAY UT | 113 | $12.1M | $3.8M |
| 3 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP |
RIVER FOREST IL |
| 1,458 |
| $331.7M |
| $3.5M |
| 4 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $2.8M |
| 5 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $2.7M |
| 6 | SDL INC. SDL INC. 401(K) PLAN | WAKEFIELD MA | 317 | $58.2M | $2.0M |
| 7 | SALANTER AKIBA RIVERDALE ACADEMY S/A/R ACADEMY 401(K) PLAN | BRONX NY | 392 | $58.8M | $1.8M |
| 8 | IBEW LOCAL 241 IBEW LOCAL #241 ANNUITY PLAN | ITHACA NY | 193 | $36.1M | $1.4M |
| 9 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $1.2M |
| 10 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $1.2M |
