Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Century Mid-Cap Value Fund in their Schedule of Assets, totaling $932K 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 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $525K |
| 2 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. PHOENIX ENVIRONMENTAL LABORATORIES 401(K) PLAN | MANCHESTER CT | 116 | $13.8M | $223K |
| 3 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN |
SOUTH WINDSOR CT |
| 93 |
| $11.4M |
| $101K |
| 4 | HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSI CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | ORANGE PARK FL | 114 | $19.0M | $48K |
| 5 | MANET COMMUNITY HEALTH CENTER INC MANET COMMUNITY HEALTH CENTER, INC TAX SHELTERED ANNUITY PLAN | NORTH QUINCY MA | 167 | $11.3M | $35K |
