Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Co. DFA US Targeted Vl Port Ins in their Schedule of Assets, totaling $361K 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 | INNOVATIVE MANAGEMENT & TECHNOLOGY APPROACHES, INC. IMTAS 401(K) PLAN | RESTON VA | 102 | $5.2M | $210K |
| 2 | IN MOCEAN GROUP, LLC IN MOCEAN GROUP, LLC 401(K) PLAN | NEW YORK NY | 164 | $19.1M | $130K |
| 3 | GEORGIA PINE CLOTHIERS, LLC J. MCLAUGHLIN 401(K) PLAN |
BROOKLYN NY |
| 839 |
| $10.6M |
| $21K |
