Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Voya Index Solution Income Port Z in their Schedule of Assets, totaling $1.3M 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 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 230 | $30.7M | $1.0M |
| 2 | LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES LEGACY INDUSTRIES, INC. 401(K) PLAN AND TRUST | AUBURN HILLS MI | 320 | $7.7M | $234K |
| 3 | FORSTER & GARBUS LLP |
ISLANDIA NY |
| 87 |
| $6.3M |
| $50K |
| 4 | MEDCO ENTERPRISES, INC. MEDCO ENTERPRISES, INC. & AFFILIATES RETIREMENT PLAN | BRONX NY | 819 | $9.8M | $14K |
