Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya VY JPM MdCp Value Port Srv in their Schedule of Assets, totaling $168K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 96 | $24.0M | $100K |
| 2 | ROAD TO RESPONSIBILITY, INC. ROAD TO RESPONSIBILITY, INC. 403(B) PLAN | MARSHFIELD MA | 619 | $6.2M | $46K |
| 3 | CENTER ON BUDGET AND POLICY PRIORITIES CENTER ON BUDGET AND POLICY PRIORITIES 403(B) RETIREMENT PLAN | WASHINGTON DC | 139 | $61.0M | $22K |
