Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company PIMCO Income Fund Ins. in their Schedule of Assets, totaling $5.6M 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 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $2.8M |
| 2 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $854K |
| 3 | DOVER DOWNS, INC. DOVER DOWNS, INC. PENSION PLAN |
DOVER DE |
| 104 |
| $17.2M |
| $620K |
| 4 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | LITTLETON CO | 271 | $50.7M | $396K |
| 5 | ARBOR RESEARCH COLLABORATIVE FOR HEALTH ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN | ANN ARBOR MI | 104 | $33.8M | $338K |
| 6 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $279K |
| 7 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $95K |
| 8 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $88K |
| 9 | MNET FINANCIAL, LLC MNET FINANCIAL, LLC, PROFIT SHARING PLAN | ALISO VIEJO CA | 179 | $6.2M | $77K |
| 10 | TRANSIT MANAGEMENT OF VOLUSIA COUNTY, INC TMVC 401(K) RETIREMENT PLAN | DAYTONA FL | 209 | $6.9M | $33K |
