Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Co. Vangrd Trgt Retire 2040 Fd in their Schedule of Assets, totaling $4.8M 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 | COMPOSECURE, LLC COMPOSECURE, LLC 401(K) PROFIT SHARING PLAN | SOMERSET NJ | 1,028 | $48.1M | $3.7M |
| 2 | AXIAL HEALTHCARE AXIAL HEALTHCARE 401 K PROFIT SHARING PLAN TRUST | NASHVILLE TN | 206 | $11.5M | $447K |
| 3 | IN MOCEAN GROUP, LLC IN MOCEAN GROUP, LLC 401(K) PLAN |
NEW YORK NY |
| 164 |
| $19.1M |
| $440K |
| 4 | FORA FINANCIAL LLC FORA FINANCIAL LLC 401(K) PLAN | NEW YORK NY | 137 | $6.8M | $163K |
