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 Voya Index Solution 2040 Portfolio- Class Z in their Schedule of Assets, totaling $6.6M 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 | REDWOOD LIVING, INC. REDWOOD LIVING, INC. 401(K) PLAN | INDEPENDENCE OH | 605 | $22.9M | $3.0M |
| 2 | ANGEL OAK COMPANIES ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 266 | $28.4M | $1.6M |
| 3 | RIM LOGISTICS, LTD RIM LOGISTICS, LTD. 401K PLAN |
BARTLETT IL |
| 258 |
| $15.1M |
| $738K |
| 4 | COMMUNITIES IN SCHOOLS OF BRAZORIA COUNTY, INC. COMMUNITIES IN SCHOOLS OF BRAZORIA COUNTY, INC. 401(K) PLAN | ANGLETON TX | 183 | $3.6M | $699K |
| 5 | GRANT INDUSTRIES, INC. GRANT INDUSTRIES 401K PLAN | ELMWOOD PARK NJ | 197 | $31.5M | $269K |
| 6 | MOMO HOLDINGS LLC MOMO HOLDINGS LLC 401(K) PLAN | NEW YORK NY | 303 | $4.3M | $263K |
