Voya Retirement Plan
Corporate pension, based in Atlanta, Georgia, reporting $1.8B in assets, for 22,025 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Voya Retirement Plan first reports an interest in Baillie Gifford Intl. Alpha Fund Cl (Baille Gifford): $26M at 2024-12-31.
1 more manager and 7 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Equity Index Non-Lendable Fund3 commitments
- EB Temporary Investment3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- BNY Mellon3 commitments
- Silchester International Investor3 commitments
Relationship network
25 connected entities10 observed commitments6 repeat counterparties9 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 65.5%
- U.S. Government securities 16.6%
- Insurance company general account 0.0%
- Other investments 0.6%
- Partnership/joint venture interests 3.0%
- 103-12 investment entities 2.9%
- Common/collective trusts 5.7%
- Common stock 0.9%
- Real estate (other than employer real property) 2.9%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- Silchester International Investor3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Institutional Trust Co,naplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedVoya Retirement Plan first reports an interest in Baillie Gifford Intl. Alpha Fund Cl (Baille Gifford): $26M at 2024-12-31with Baille Giffordaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlackrock Institutional Trust Co Na appears on Voya Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Jan 1, 2023Funded status changedVoya Retirement Plan funded ratio 141.4% -> 118.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVoya Retirement Plan plan assets $2.3B -> $1.8B (-22.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Equity Index Non-Lendable Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $77.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $25.8M held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 22,025 | $1.8B | $1.6B | 117.3% | $1.8B | $54.4M | Not disclosed | $52.3M |
| 2023 to Dec 31, 2023 | 21,057 | $1.8B | $1.6B | 118.2% | $1.9B | $84.8M | Not disclosed | $84.4M |
| 2022 to Dec 31, 2022 | 20,644 | $2.3B | $1.5B | 141.4% | $1.9B | $79.4M | Not disclosed | $95.8M |
- Alight Solutions LLC codes 15 99 $1.3M PY2024
- Callan LLC codes 65 $484,577 PY2024
- UBS Realty Investors LLC codes 28 $429,390 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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