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 Fidelity Sm Cp Ind Fd in their Schedule of Assets, totaling $2.2M 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 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $505K |
| 2 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $365K |
| 3 | CANYON VIEW MEDICAL GROUP LC |
SPANISH FORK UT |
| 179 |
| $39.3M |
| $337K |
| 4 | ARAS CORPORATION ARAS CORPORATION 401(K) PLAN | ANDOVER MA | 179 | $18.5M | $202K |
| 5 | DEMONTROND AUTOMOTIVE GROUP, INC. DEMONTROND AUTOMOTIVE GROUP, INC. 401(K) PROFIT | HOUSTON TX | 826 | $21.4M | $161K |
| 6 | LOW COUNTRY HEALTH CARE SYSTEM LOW COUNTRY HEALTH CARE SYSTEM 403B MATCHING RETIREMENT PLAN | FAIRFAX SC | 240 | $8.9M | $147K |
| 7 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $142K |
| 8 | PRIMARY CARE PROVIDERS FOR A HEALTHY FEL PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403 | CLINTON LA | 214 | $6.8M | $125K |
| 9 | GREEN LAWN FERTILIZING, LLC GREEN LAWN FERTILIZING, LLC 401(K) RETIREMENT PLAN | WEST CHESTER PA | 314 | $6.9M | $115K |
| 10 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE 401(K) PLAN | CLEARWATER FL | 767 | $5.1M | $47K |
