Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL ACTION OF WISCONSIN | 39-1077192 | — | SERVICE PROVIDER | $6K | — |
| KESTRA INVESTMENT SERVICES LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2045 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 14.0% | |
| AMERICAN FUNDS 2035 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $753K | 9.5% | |
| AMERICAN FUNDS GROWTH FND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $606K | 7.6% | |
| VOYA US STOCK INDEX PORT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $578K | 7.3% | |
| AMERICAN FUNDS 2025 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $440K | 5.5% | |
| VOYA FIXED ACCOUNT | Other securities | — | — | $387K | 4.9% | |
| PARNASSUS VALUE EQUITY INV VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $384K | 4.8% | |
| AMERICAN FUNDS 2040 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $294K | 3.7% | |
| CALVERT VP SRI BALANCED PORT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $229K | 2.9% | |
| VOYA INTERMEDIATE BOND PRT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $217K | 2.7% | |
| AMERICAN FUNDS 2060 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $190K | 2.4% | |
| AMERICAN FUNDS 2055 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $188K | 2.4% | |
| PARNASSUS MID CAP FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $182K | 2.3% | |
| VY INC GLOB PORT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $180K | 2.3% | |
| AMERICAN FUNDS 2050 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $173K | 2.2% | |
| BLKRCK HIGH YIELD BND PORT SRV VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $150K | 1.9% | |
| AMERICAN FUNDS EUROPACIFIC VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $149K | 1.9% | |
| AMERICAN FUNDS 2015 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $148K | 1.9% | |
| AMERICA FUNDS 2020 T DATE | Other securities | — | — | $142K | 1.8% | |
| AMERICAN FUNDS 2020 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $142K | 1.8% | |
| INV DEV MRKTS FD A VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $127K | 1.6% | |
| AMCEN EQUITY INCOME FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $124K | 1.6% | |
| VY BARON GROWTH PORT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $112K | 1.4% | |
| TRWPR VALUE FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $94K | 1.2% | |
| AMERICAN FUNDS 2065 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.8% | |
| AMERICAN FUNDS 2030 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.8% | |
| BLKRCK EQUITY DIVIDEND FND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $63K | 0.8% | |
| VOYA RUSSELL MDCP INDX PRT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.7% | |
| 1919 SOC RESP BALANCED FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $58K | 0.7% | |
| VOYA RUSSELL SMCP INDX PRT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $53K | 0.7% | |
| VICTORY SYCMR EST VL FD VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $50K | 0.6% | |
| MFS MODERATE ALLOCATION FD VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| PARNASSUS CORE EQUITY FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $46K | 0.6% | |
| MFS GROWTH ALLOCATION FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $44K | 0.6% | |
| BARON ASSET FUND RET VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| GV MNY MKT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| AMERICAN FUNDS AM BALANCED R3 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| VY AMCEN SM-MDCP VI VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| MFS INTERNATIONAL VALUE FND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20K | 0.3% | |
| MFS CONSERVATIVE ALLOC FND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| MACQ SMALL CAP VALUE FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| AB SMALL CAP GRW PORT A VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| AMERICAN FUNDS 2010 TDATE VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-2794194 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
