Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Life Insurance and Annuity Company Victory Established Value in their Schedule of Assets, totaling $492K 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 | BELLHAVEN MANAGEMEN LLC DBA HEALTH FACILITY RETIREMENT PLAN | BROOKHAVEN NY | 451 | $10.2M | $492K |
