Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund-Adm in their Schedule of Assets, totaling $34.0M 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 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $7.8M |
| 2 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $6.2M |
| 3 | ARISA HEALTH, INC ARISA HEALTH 401(K) PLAN |
SPRINGDALE AR |
| 869 |
| $48.3M |
| $6.1M |
| 4 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 230 | $30.7M | $4.1M |
| 5 | FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN | STANFORD KY | 240 | $43.1M | $3.2M |
| 6 | HODGES BADGE COMPANY, INC. HODGES BADGE COMPANY, INC. 401(K) SAVINGS PLAN | PORTSMOUTH RI | 110 | $11.1M | $1.9M |
| 7 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $1.2M |
| 8 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $916K |
| 9 | LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES LEGACY INDUSTRIES, INC. 401(K) PLAN AND TRUST | AUBURN HILLS MI | 320 | $7.7M | $902K |
| 10 | GENERAL HOTELS CORPORATION GENERAL HOTELS CORPORATION RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 412 | $10.8M | $835K |
