Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company ClrBrg SmCp Grw Fd IS in their Schedule of Assets, totaling $1.4M 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 | FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN | STANFORD KY | 240 | $43.1M | $377K |
| 2 | FORTEC MEDICAL, INC. FORTEC MEDICAL, INC. 401(K) PROFIT SHARING | HUDSON OH | 567 | $38.9M | $215K |
| 3 | CALIFORNIA EYE SPECIALISTS MEDICAL GROUP, INC. CALIFORNIA EYE SPECIALISTS 401(K) PROFIT SHARING PLAN AND TRUST |
CHINO CA |
| 395 |
| $2.4M |
| $183K |
| 4 | SMS INFOCOMM CORPORATION WISTRON 401(K) PLAN | GRAPEVINE TX | 1,048 | $37.2M | $170K |
| 5 | AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC. AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC 401K PROFIT SHARING PLAN | MARRIOTTSVILLE MD | 237 | $18.1M | $129K |
| 6 | TEXAS EXCAVATION SAFETY SYSTEM INC. TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN | RICHARDSON TX | 259 | $10.3M | $64K |
| 7 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $47K |
| 8 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $44K |
| 9 | WOODY ANDERSON FORD WOODY ANDERSON FORD 401(K) PLAN | HUNTSVILLE AL | 141 | $8.9M | $42K |
| 10 | GENMED LLC SEISA BMS 401(K) PLAN | EL PASO TX | 121 | $2.3M | $36K |
