Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya MyCompass Ind Moderate Ret Fd R # 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HERITAGE FINANCIAL GROUP, INC. HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST | ELKHART IN | 93 | $20.5M | $1.7M |
| 2 | TRADES HOLDING CO., LLC TRADES 401(K) PLAN | BLACKLICK OH | 353 | $3.5M | $338K |
