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 MyCompass Ind Mod 2035 Fd R in their Schedule of Assets, totaling $8.4M 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 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $3.3M |
| 2 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $1.8M |
| 3 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN |
FAIRFIELD CT |
| 111 |
| $30.1M |
| $1.6M |
| 4 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $1.1M |
| 5 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $646K |
