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 Vangrd Trgt Retire 2040 Fd in their Schedule of Assets, totaling $20.7M 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 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $11.1M |
| 2 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $5.8M |
| 3 | VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 95 |
| $17.8M |
| $2.0M |
| 4 | WOODY ANDERSON FORD WOODY ANDERSON FORD 401(K) PLAN | HUNTSVILLE AL | 141 | $8.9M | $615K |
| 5 | MADISON RESOURCE FUNDING, LLC MADISON RESOURCES FUNDING 401(K) PLAN | PORTSMOUTH NH | 841 | $7.4M | $364K |
| 6 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE 401(K) PLAN | CLEARWATER FL | 767 | $5.1M | $350K |
| 7 | STERLING AREA HEALTH CENTER STERLING AREA HEALTH CENTER 403B | STERLING MI | 116 | $6.6M | $328K |
| 8 | DELMARVA COMMUNITY SERVICES, INC. DELMARVA COMMUNITY SERVICES, INC. 401(K) PLAN | CAMBRIDGE MD | 236 | $3.7M | $174K |
