Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RET INS AND ANN CO | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY PART | $9K | — |
| MORNINGSTAR |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.9M | 44.7% | |
| Vanguard 500 Index Fund Adm Mutual Fund N/A | Other securities | — | — | $1.4M | 10.5% | |
| Voya Index Solution 2035 P Z Pooled Separate Account N/A | Other securities | — | — | $1.3M | 9.7% | |
| American Funds Growth Fnd R6 Mutual Fund N/A | Other securities | — | — | $1.1M | 8.0% | |
| Voya Index Solution 2045 P Z Pooled Separate Account N/A | Other securities | — | — | $819K | 6.2% | |
| Voya Index Solution 2040 P Z Pooled Separate Account N/A | Other securities | — | — | $814K | 6.2% | |
| Voya Fixed Account (4062) Guaranteed Investment Contract N/A | Stable Value | — | — | $760K | 5.8% | |
| Voya Index Solution 2025 P Z Pooled Separate Account N/A | Other securities | — | — | $757K | 5.7% | |
| Voya Index Solution 2050 P Z Pooled Separate Account N/A | Other securities | — | — | $650K | 4.9% | |
| Voya Index Solution 2055 P Z Pooled Separate Account N/A | Other securities | — | — | $610K | 4.6% | |
| Vanguard Tot Int Stk In F Adm Mutual Fund N/A | Other securities | — | — | $534K | 4.0% | |
| Vanguard Mid-Cap Index Fund Adm Mutual Fund N/A | Other securities | — | — | $440K | 3.3% | |
| American Funds Nw Prspctv R6 Mutual Fund N/A | Other securities | — | — | $439K | 3.3% | |
| Voya Index Solution 2060 P Z Pooled Separate Account N/A | Other securities | — | — | $438K | 3.3% | |
| American Funds Wash Mutual R6 Mutual Fund N/A | Other securities | — | — | $331K | 2.5% | |
| American Funds Fdmntl Inv R6 Mutual Fund N/A | Other securities | — | — | $306K | 2.3% | |
| Vanguard Balanced Index Fnd Adm Mutual Fund N/A | Other securities | — | — | $265K | 2.0% | |
| Fidelity Sm Cp Ind Fd Mutual Fund N/A | Other securities | — | — | $240K | 1.8% | |
| Vanguard LifeStrat Md Grw Fd Inv Mutual Fund N/A | Other securities | — | — | $235K | 1.8% | |
| Voya Index Solution 2030 P Z Pooled Separate Account N/A | Other securities | — | — | $223K | 1.7% | |
| Vanguard Em Mkts Stk Ind Fd Adm Mutual Fund N/A | Other securities | — | — | $221K | 1.7% | |
| PGIM High Yield Fund R6 Mutual Fund N/A | Other securities | — | — | $198K | 1.5% | |
| AmCen Mid Cap Value Fund R6 Mutual Fund N/A | Other securities | — | — | $159K | 1.2% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account N/A | Other securities | — | — | $158K | 1.2% | |
| Voya Mid Cap Opport Port R6 Pooled Separate Account N/A | Other securities | — | — | $134K | 1.0% | |
| DFA Infl-Prot Sec Port Ins Mutual Fund N/A | Other securities | — | — | $134K | 1.0% | |
| PIMCO Income Fund Ins Mutual Fund N/A | Other securities | — | — | $132K | 1.0% | |
| DFA US Targeted Vl Port Ins Mutual Fund N/A | Other securities | — | — | $114K | 0.9% | |
| ClearBridge SmCp Grw Fd IS Mutual Fund N/A | Other securities | — | — | $89K | 0.7% | |
| AB Global Bond Fund Z Mutual Fund N/A | Other securities | — | — | $56K | 0.4% | |
| Vanguard LifeStrat Cns Gr Fd Inv Mutual Fund N/A | Other securities | — | — | $31K | 0.2% | |
| Vanguard LifeStrat Grw Fd Inv Mutual Fund N/A | Other securities | — | — | $29K | 0.2% | |
| Voya Index Solution 2065 P Z Pooled Separate Account N/A | Other securities | — | — | $10K | <0.1% | |
| Vanguard LifeStrat Inc Fd Inv Mutual Fund N/A | Common Stock | — | — | $6K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Money Market Mutual Fund N/A | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3297908 |
| — |
| INVESTMENT ADVISORY PLAN |
| $0 |
| — |
