Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vy Trwpr Grw Eqty Pt I in their Schedule of Assets, totaling $3.5M 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 | HAVEN SAVINGS BANK HAVEN SAVINGS BANK 401K PLAN | HOBOKEN NJ | 101 | $25.1M | $2.0M |
| 2 | IMPACT UNLIMITED, INC. D/B/A IMPACT XM IMPACT XM RETIREMENT PLAN | DAYTON NJ | 327 | $27.4M | $1.4M |
| 3 | LEVERING MANAGEMENT INC. LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN |
MT VERNON OH |
| 136 |
| $4.4M |
| $99K |
