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 Value Index Fund Adm in their Schedule of Assets, totaling $3.9M 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 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $1.0M |
| 2 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $1.0M |
| 3 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN |
COZAD NE |
| 220 |
| $13.1M |
| $644K |
| 4 | DOUGLAS ELLIMAN LLC DOUGLAS ELLIMAN LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 594 | $45.7M | $595K |
| 5 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $528K |
| 6 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | LITTLETON CO | 271 | $50.7M | $60K |
