Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vangrd Balanced Index Fnd Adm in their Schedule of Assets, totaling $8.1M 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 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $7.6M |
| 2 | MADISON RESOURCE FUNDING, LLC MADISON RESOURCES FUNDING 401(K) PLAN | PORTSMOUTH NH | 841 | $7.4M | $177K |
| 3 | BWD MILE DEVELOPMENT LLC THE BEECHWOOD ORGANIZATION 401(K) PLAN |
JERICHO NY |
| 173 |
| $10.8M |
| $141K |
| 4 | CTCI AMERICAS, INC. CTCI AMERICAS 401(K) PLAN | HOUSTON TX | 57 | $6.8M | $102K |
| 5 | TRANSIT MANAGEMENT OF VOLUSIA COUNTY, INC TMVC 401(K) RETIREMENT PLAN | DAYTONA FL | 209 | $6.9M | $76K |
| 6 | LOW COUNTRY HEALTH CARE SYSTEM LOW COUNTRY HEALTH CARE SYSTEM 403B MATCHING RETIREMENT PLAN | FAIRFAX SC | 240 | $8.9M | $16K |
