Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company MyCompass Ind Mod 2065 Fd R in their Schedule of Assets, totaling $4.3M 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 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $2.0M |
| 2 | PLAN COMPLIANCE SERVICES, INC. ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN | CLEARWATER FL | 1,302 | $28.5M | $1.5M |
| 3 | UNITED EMPLOYEE SERVICES, INC. |
CLEARWATER FL |
| 708 |
| $19.0M |
| $504K |
| 4 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $83K |
| 5 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $70K |
| 6 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $67K |
| 7 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $20K |
| 8 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $10K |
