This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA INDX SOLUTION 2035 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $450K | 8.5% |
| VOYA INDX SOLUTION 2045 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $368K | 6.9% |
| AMERICAN FUNDS AM BALANCED R3 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 |
Pooled Separate Account |
| $338K |
| 6.4% |
| AMERICAN FUNDS GROWTH FND R3 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $324K | 6.1% |
| MFS TECHNOLOGY FUND R2 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $269K | 5.1% |
| VOYA LARGE CAP GROWTH PRT SRV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $259K | 4.9% |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $230K | 4.3% |
| FRANKLIN UTILITIES FUND R VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $229K | 4.3% |
| VOYA FIXED ACCOUNT A VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $211K | 4.0% |
| VOYA INDX SOLUTION 2030 PT ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $210K | 3.9% |
| VOYA INDX SOLUTION 2040 PT ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $160K | 3.0% |
| COHEN&STEERS REAL EST S FUND A VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $157K | 3.0% |
| VOYA INDX SOLUTION 2055 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $152K | 2.9% |
| VY AMCEN SM-MDCP VL PORT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $136K | 2.6% |
| VOYA RUSSELL LGCP INDX PRT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $135K | 2.5% |
| VOYA MID CAP OPPORT PORT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $135K | 2.5% |
| MFS INTL DIVERSIFICATION FD R2 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $128K | 2.4% |
| VY JPM SMCP CR EQ PORT SRV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $127K | 2.4% |
| AMERICAN FUNDS NW PRSPCTV R3 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $101K | 1.9% |
| VANGRD VIF - DIVRSD VL PORT VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $98K | 1.8% |
| COLUMBIA HIGH YIELD BD FND ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $83K | 1.6% |
| VOYA GNMA INCOME FUND A VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $79K | 1.5% |
| VOYA INDX SOLUTION 2060 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $79K | 1.5% |
| MFS VALUE FUND R2 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $79K | 1.5% |
| VANGRD VIF - EQUITY INC PORT VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $74K | 1.4% |
| VOYA INDX SOLUTION 2025 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $74K | 1.4% |
| VY TRWPR GRW EQTY PT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $73K | 1.4% |
| AMERICAN FUNDS NEW WORLD R3 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $72K | 1.4% |
| BLKRCK HLTH SCI OPPORT PRT IA VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $67K | 1.3% |
| COLUMBIA DIVIDEND INCOME FND A VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $64K | 1.2% |
| VOYA INDX SOLUTION 2050 PT ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $64K | 1.2% |
| INV GOLD & SPEC MIN FD R VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $52K | 1.0% |
| VANGRD VIF - SM COMP GRW PORT VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $50K | 0.9% |
| VOYA INTERMEDIATE BOND PRT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $37K | 0.7% |
| VICTORY INTEGRITY SCP VL FD Y VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $37K | 0.7% |
| VOYA RUSSELL MDCP INDX PRT I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $28K | 0.5% |
| MASS INVESTORS TRUST R2 VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $26K | 0.5% |
| VOYA INDX SOLUTION INC P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $23K | 0.4% |
| VOYA INDEX SOLUTION 2065 P ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $23K | 0.4% |
| NEUBERG BERM GENESIS FUND ADV VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | $8K | 0.2% |
