Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Dfa Us Targeted Vl Port Ins in their Schedule of Assets, totaling $2.7M 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 | FORTEC MEDICAL, INC. FORTEC MEDICAL, INC. 401(K) PROFIT SHARING | HUDSON OH | 567 | $38.9M | $732K |
| 2 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $672K |
| 3 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN |
LITTLETON CO |
| 271 |
| $50.7M |
| $460K |
| 4 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $241K |
| 5 | FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN | STANFORD KY | 240 | $43.1M | $197K |
| 6 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $139K |
| 7 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $59K |
| 8 | MNET FINANCIAL, LLC MNET FINANCIAL, LLC, PROFIT SHARING PLAN | ALISO VIEJO CA | 179 | $6.2M | $41K |
| 9 | DELMARVA COMMUNITY SERVICES, INC. DELMARVA COMMUNITY SERVICES, INC. 401(K) PLAN | CAMBRIDGE MD | 236 | $3.7M | $38K |
| 10 | WOODY ANDERSON FORD WOODY ANDERSON FORD 401(K) PLAN | HUNTSVILLE AL | 141 | $8.9M | $33K |
