Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Mycompass Amer Fds 2040 Fd R in their Schedule of Assets, totaling $1.3M 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 | ECCO SELECT CORP. ECCO SELECT 401(K) PLAN | KANSAS CITY MO | 197 | $16.7M | $676K |
| 2 | LA CROSS DENTAL LLC LA CROSS DENTAL, LLC 401(K) PROFIT SHARING PLAN | EDWARDSVILLE IL | 140 | $6.3M | $473K |
| 3 | CITY VENTURES PROFESSIONAL SERVICES, LLC CITY VENTURES 401(K) PLAN |
LA VISTA NE |
| 477 |
| $3.6M |
| $177K |
