Asset
Class/Investment Technique |
Voya Index
Solution
Income
Portfolio |
Voya Index
Solution
2025
Portfolio |
Voya Index
Solution
2030
Portfolio |
Voya Index
Solution
2035
Portfolio |
Voya Index
Solution
2040
Portfolio |
Equity
Securities |
|
|
|
|
|
Commodities |
X |
X |
X |
X |
X |
Common
Stocks |
X |
X |
X |
X |
X |
Convertible
Securities |
X |
X |
X |
X |
X |
Initial
Public Offerings |
X |
X |
X |
X |
X |
Master
Limited Partnerships |
X |
X |
X |
X |
X |
Other
Investment Companies and Pooled Investment Vehicles |
X |
X |
X |
X |
X |
Preferred
Stocks |
X |
X |
X |
X |
X |
Private
Investments in Public Companies |
|
|
|
|
|
Real
Estate Securities and Real Estate Investment Trusts |
X |
X |
X |
X |
X |
Small- and
Mid-Capitalization Issuers |
X |
X |
X |
X |
X |
Special
Purpose Acquisition Companies |
|
|
|
|
|
Special
Situation Issuers |
|
|
|
|
|
Trust
Preferred Securities |
X |
X |
X |
X |
X |
Fixed-Income
Instruments |
|
|
|
|
|
Asset-Backed
Securities |
X |
X |
X |
X |
X |
Bank
Instruments |
X |
X |
X |
X |
X
|
Asset
Class/Investment Technique |
Voya Index
Solution
Income
Portfolio |
Voya Index
Solution
2025
Portfolio |
Voya Index
Solution
2030
Portfolio |
Voya Index
Solution
2035
Portfolio |
Voya Index
Solution
2040
Portfolio |
Commercial
Paper |
X |
X |
X |
X |
X |
Corporate
Fixed-Income Instruments |
X |
X |
X |
X |
X |
Credit-Linked
Notes |
X |
X |
X |
X |
X |
Custodial
Receipts and Trust Certificates |
X |
X |
X |
X |
X |
Delayed
Funding Loans and Revolving Credit Facilities |
X |
X |
X |
X |
X |
Event-Linked
Bonds |
X |
X |
X |
X |
X |
Floating
or Variable Rate Instruments |
X |
X |
X |
X |
X |
Guaranteed
Investment Contracts |
X |
X |
X |
X |
X |
High-Yield
Securities |
X |
X |
X |
X |
X |
Inflation-Indexed
Bonds |
X |
X |
X |
X |
X |
Inverse
Floating Rate Securities |
|
|
|
|
|
Mortgage-Related
Securities |
X |
X |
X |
X |
X |
Municipal
Securities |
X |
X |
X |
X |
X |
Senior and
Other Bank Loans |
X |
X |
X |
X |
X |
U.S.
Government Securities and Obligations |
X |
X |
X |
X |
X |
Zero-Coupon,
Deferred Interest and Pay-in-Kind Bonds |
X |
X |
X |
X |
X |
Foreign
Investments |
|
|
|
|
|
Depositary
Receipts |
X |
X |
X |
X |
X |
Emerging
Market Investments |
X |
X |
X |
X |
X |
Eurodollar
and Yankee Dollar Instruments |
X |
X |
X |
X |
X |
Foreign
Currencies |
X |
X |
X |
X |
X |
Sovereign
Debt |
X |
X |
X |
X |
X |
Supranational
Entities |
X |
X |
X |
X |
X |
Derivative
Instruments |
|
|
|
|
|
Forward
Commitments |
X |
X |
X |
X |
X |
Futures
Contracts |
X |
X |
X |
X |
X |
Hybrid
Instruments |
X |
X |
X |
X |
X |
Options |
X |
X |
X |
X |
X |
Participatory
Notes |
|
|
|
|
|
Rights and
Warrants |
X |
X |
X |
X |
X |
Swap
Transactions and Options on Swap Transactions |
X |
X |
X |
X |
X |
Other
Investment Techniques |
|
|
|
|
|
Borrowing |
X |
X |
X |
X |
X |
Illiquid
Securities |
X |
X |
X |
X |
X |
Participation
on Creditors' Committees |
X |
X |
X |
X |
X |
Repurchase
Agreements |
X |
X |
X |
X |
X |
Restricted
Securities |
X |
X |
X |
X |
X |
Reverse
Repurchase Agreements and Dollar Roll Transactions |
X |
X |
X |
X |
X |
Securities
Lending |
X |
X |
X |
X |
X |
Short
Sales |
X |
X |
X |
X |
X |
To Be
Announced Sale Commitments |
X |
X |
X |
X |
X |
When-Issued
Securities and Delayed Delivery Transactions |
X |
X |
X |
X |
X |
Asset
Class/Investment Technique |
Voya Index
Solution
2045
Portfolio |
Voya Index
Solution
2050
Portfolio |
Voya Index
Solution
2055
Portfolio |
Voya
Index
Solution
2060
Portfolio |
Voya
Index
Solution
2065
Portfolio |
Equity
Securities |
|
|
|
|
|
Commodities |
X |
X |
X |
X |
X |
Common
Stocks |
X |
X |
X |
X |
X |
Convertible
Securities |
X |
X |
X |
X |
X |
Initial
Public Offerings |
X |
X |
X |
X |
X |
Master
Limited Partnerships |
X |
X |
X |
X |
X |
Other
Investment Companies and Pooled Investment Vehicles |
X |
X |
X |
X |
X |
Preferred
Stocks |
X |
X |
X |
X |
X |
Private
Investments in Public Companies |
|
|
|
|
|
Real
Estate Securities and Real Estate Investment Trusts |
X |
X |
X |
X |
X |
Small- and
Mid-Capitalization Issuers |
X |
X |
X |
X |
X |
Special
Purpose Acquisition Companies |
|
|
|
|
|
Special
Situation Issuers |
|
|
|
|
|
Trust
Preferred Securities |
X |
X |
X |
X |
X |
Fixed-Income
Instruments |
|
|
|
|
|
Asset-Backed
Securities |
X |
X |
X |
X |
X |
Bank
Instruments |
X |
X |
X |
X |
X |
Commercial
Paper |
X |
X |
X |
X |
X |
Corporate
Fixed-Income Instruments |
X |
X |
X |
X |
X |
Credit-Linked
Notes |
X |
X |
X |
X |
X |
Custodial
Receipts and Trust Certificates |
X |
X |
X |
X |
X |
Delayed
Funding Loans and Revolving Credit Facilities |
X |
X |
X |
X |
X |
Event-Linked
Bonds |
X |
X |
X |
X |
X |
Floating
or Variable Rate Instruments |
X |
X |
X |
X |
X |
Guaranteed
Investment Contracts |
X |
X |
X |
X |
X |
High-Yield
Securities |
X |
X |
X |
X |
X |
Inflation-Indexed
Bonds |
X |
X |
X |
X |
X |
Inverse
Floating Rate Securities |
|
|
|
|
|
Mortgage-Related
Securities |
X |
X |
X |
X |
X |
Municipal
Securities |
X |
X |
X |
X |
X |
Senior and
Other Bank Loans |
X |
X |
X |
X |
X |
U.S.
Government Securities and Obligations |
X |
X |
X |
X |
X |
Zero-Coupon,
Deferred Interest and Pay-in-Kind Bonds |
X |
X |
X |
X |
X |
Foreign
Investments |
|
|
|
|
|
Depositary
Receipts |
X |
X |
X |
X |
X |
Emerging
Market Investments |
X |
X |
X |
X |
X |
Eurodollar
and Yankee Dollar Instruments |
X |
X |
X |
X |
X |
Foreign
Currencies |
X |
X |
X |
X |
X |
Sovereign
Debt |
X |
X |
X |
X |
X |
Supranational
Entities |
X |
X |
X |
X |
X |
Derivative
Instruments |
|
|
|
|
|
Forward
Commitments |
X |
X |
X |
X |
X |
Futures
Contracts |
X |
X |
X |
X |
X |
Hybrid
Instruments |
X |
X |
X |
X |
X |
Options |
X |
X |
X |
X |
X |
Participatory
Notes |
|
|
|
|
|
Asset
Class/Investment Technique |
Voya Index
Solution
2045
Portfolio |
Voya Index
Solution
2050
Portfolio |
Voya Index
Solution
2055
Portfolio |
Voya
Index
Solution
2060
Portfolio |
Voya
Index
Solution
2065
Portfolio |
Rights and
Warrants |
X |
X |
X |
X |
X |
Swap
Transactions and Options on Swap Transactions |
X |
X |
X |
X |
X |
Other
Investment Techniques |
|
|
|
|
|
Borrowing |
X |
X |
X |
X |
X |
Illiquid
Securities |
X |
X |
X |
X |
X |
Participation
on Creditors' Committees |
X |
X |
X |
X |
X |
Repurchase
Agreements |
X |
X |
X |
X |
X |
Restricted
Securities |
X |
X |
X |
X |
X |
Reverse
Repurchase Agreements and Dollar Roll Transactions |
X |
X |
X |
X |
X |
Securities
Lending |
X |
X |
X |
X |
X |
Short
Sales |
X |
X |
X |
X |
X |
To Be
Announced Sale Commitments |
X |
X |
X |
X |
X |
When-Issued
Securities and Delayed Delivery Transactions |
X |
X |
X |
X |
X |
Name,
Address and
Year of
Birth |
Position(s)
Held
with the
Company |
Term of
Office
and
Length
of Time
Served1 |
Principal
Occupation(s)
During
the Past 5 Years |
Number
of Funds
in the
Fund
Complex
Overseen
by
Directors2 |
Other
Board
Positions
Held
by
Directors |
Independent
Directors | |||||
Colleen
D. Baldwin
(1960) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Chairperson
Director |
January
2020 –
Present
November 2007 –
Present |
President,
Glantuam Partners,
LLC, a business consulting
firm
(January 2009 –
Present). |
139 |
RSR
Partners, Inc. (2016 –
Present). |
John
V. Boyer
(1953) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
November
1997 –
Present |
Retired.
Formerly, President and
Chief Executive Officer,
Bechtler
Arts Foundation, an arts and
education foundation
(January
2008 – December
2019). |
139 |
None. |
Patricia
W. Chadwick
(1948) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
January
2006 –
Present |
Consultant
and President,
Ravengate Partners LLC, a
consulting firm that
provides
advice regarding financial
markets and the global
economy
(January 2000 –
Present). |
139 |
The Royce
Funds (22 funds)
(December 2009 – Present);
and
AMICA Mutual Insurance
Company (1992 –
Present). |
Martin
J. Gavin
(1950) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
August
2015 –
Present |
Retired. |
139 |
None.
|
Name,
Address and
Year of
Birth |
Position(s)
Held
with the
Company |
Term of
Office
and
Length
of Time
Served1 |
Principal
Occupation(s)
During
the Past 5 Years |
Number
of Funds
in the
Fund
Complex
Overseen
by
Directors2 |
Other
Board
Positions
Held
by
Directors |
Joseph
E. Obermeyer
(1957) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
May 2013 –
Present |
President,
Obermeyer &
Associates, Inc., a provider
of
financial and economic
consulting services
(November
1999 –
Present). |
139 |
None. |
Sheryl
K. Pressler
(1950) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
January
2006 –
Present |
Consultant
(May 2001 –
Present). |
139 |
Centerra
Gold Inc. (May 2008 –
Present). |
Christopher
P.
Sullivan
(1954) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Director |
October
2015 –
Present |
Retired. |
139 |
None. |
Name,
Address and Year of
Birth |
Position(s)
Held with
the
Company |
Term of
Office and Length
of Time
Served1 |
Principal
Occupation(s) During the Past 5 Years |
Andy
Simonoff
(1973) 5780 Powers Ferry Road NW
Atlanta,
Georgia 30327 |
President
and Chief
Executive
Officer |
January
2023 – Present |
Director,
President, and Chief Executive Officer, Voya Funds Services, LLC, Voya
Capital,
LLC, and Voya Investments,
LLC (January 2023 – Present); Managing Director, Chief
Strategy and Transformation
Officer, Voya Investment Management (January 2020 –
Present). Formerly, Managing
Director, Head of Business Management, Voya Investment
Management (March 2019 –
January 2020); Managing Director, Head of Business
Management, Fixed Income,
Voya Investment Management (November 2015 – March
2019). |
Jonathan
Nash
(1967) 230 Park Avenue New York,
New York 10169 |
Executive
Vice
President
Chief Investment
Risk
Officer |
March 2020
– Present |
Executive
Vice President and Chief Investment Risk Officer, Voya Investments, LLC
(March
2020 – Present); Senior Vice
President, Investment Risk Management, Voya Investment
Management (March 2017 –
Present). Formerly, Vice President, Voya Investments, LLC
(September 2018 – March
2020). |
James
M. Fink
(1958) 5780 Powers Ferry Road NW
Atlanta,
Georgia 30327 |
Executive
Vice
President |
March 2018
– Present |
Senior
Vice President, Voya Investments Distributor, LLC (April 2018 –
Present); Managing
Director, Voya Investments,
LLC, Voya Capital, LLC, and Voya Funds Services, LLC (March
2018 – Present); Chief
Administrative Officer, Voya Investment Management (September
2017 –
Present). |
Steven
Hartstein
(1963) 230 Park Avenue New York,
New York 10169 |
Chief
Compliance
Officer |
December
2022 – Present |
Senior
Vice President, Voya Investment Management (December 2022 – Present).
Formerly, Head of Funds
Compliance, Brighthouse Financial, Inc.; and Chief Compliance
Officer, Brighthouse Funds
and Brighthouse Investment Advisers, LLC (March 2017 –
December
2022). |
Todd
Modic
(1967) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President,
Chief/Principal
Financial Officer and
Assistant
Secretary |
March 2005
– Present |
Director
and Senior Vice President, Voya Capital, LLC and Voya Funds Services,
LLC
(September 2022 – Present);
Director, Voya Investments, LLC (September 2022 –
Present); Senior Vice
President, Voya Investments, LLC (April 2005 – Present). Formerly,
President, Voya Funds
Services, LLC (March 2018 – September 2022). |
Kimberly
A. Anderson
(1964) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
January
2005 – Present |
Senior
Vice President, Voya Investments, LLC (September 2003 –
Present). |
Sara
M. Donaldson
(1959) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
June 2022
– Present |
Senior
Vice President, Voya Investments, LLC (February 2022 – Present); Senior
Vice
President, Head of Active
Ownership, Voya Investment Management (September 2021 –
Present). Formerly,
Vice President, Voya Investments, LLC (October 2015 – February
2022); Vice President, Head
of Proxy Voting, Voya Investment Management (October 2015
– August 2021).
|
Name,
Address and Year of
Birth |
Position(s)
Held with
the
Company |
Term of
Office and Length
of Time
Served1 |
Principal
Occupation(s) During the Past 5 Years |
Andrew
K. Schlueter
(1976) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
June 2022
– Present |
Senior
Vice President, Head of Mutual Fund Operations, Voya Investment Management
(March 2022 – Present); Vice
President, Voya Investments Distributor, LLC (April 2018 –
Present); Vice President,
Voya Investments, LLC and Voya Funds Services, LLC (March
2018 – Present). Formerly,
Vice President, Head of Mutual Fund Operations, Voya
Investment Management
(February 2018 – February 2022). |
Joanne
F. Osberg
(1982) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President
Secretary |
March 2023
- Present
September 2020 –
Present |
Senior
Vice President and Secretary, Voya Investments, LLC, Voya Capital, LLC,
and
Voya Funds Services,
LLC and Senior Vice President and Chief Counsel, Voya Investment
Management – Mutual Fund
Legal Department (March 2023 – Present). Formerly,
Secretary, Voya Capital, LLC
(August 2022 – March 2023); Vice President and Secretary,
Voya Investments, LLC and
Voya Funds Services, LLC and Vice President and Senior
Counsel, Voya Investment
Management – Mutual Fund Legal Department (September 2020
– March 2023); Vice
President and Counsel, Voya Investment Management – Mutual Fund
Legal Department (January
2013 – September 2020). |
Robert
Terris
(1970) 5780 Powers Ferry Road NW
Atlanta,
Georgia 30327 |
Senior
Vice
President |
May 2006 –
Present |
Senior
Vice President, Voya Investments Distributor, LLC (April 2018 –
Present); Senior
Vice President, Head of
Investment Services, Voya Investments, LLC (April 2018 –
Present); Senior Vice
President, Head of Investment Services, Voya Funds Services, LLC
(March 2006 –
Present). |
Fred
Bedoya
(1973) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President,
Principal Accounting
Officer and
Treasurer |
September
2012 – Present |
Vice
President, Voya Investments, LLC (October 2015 – Present); Vice President,
Voya Funds Services,
LLC (July 2012 – Present). |
Robyn
L. Ichilov
(1967) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President |
January
2005 – Present |
Vice
President Voya Investments, LLC (August 1997 – Present); and Vice
President, Voya
Funds Services, LLC
(November 1995 – Present). |
Jason
Kadavy
(1976) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President |
September
2012 – Present |
Vice
President, Voya Investments, LLC (October 2015 – Present); Vice President,
Voya Funds Services,
LLC (July 2007 – Present). |
Erica
McKenna
(1972) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034 |
Vice
President |
June 2022
– Present |
Vice
President, Head of Mutual Fund Compliance and Chief Compliance Officer,
Voya
Investments, LLC (May 2022 –
Present). Formerly, Vice President, Fund Compliance
Manager, Voya Investments,
LLC (March 2021 – May 2022); Assistant Vice President,
Fund Compliance Manager,
Voya Investments, LLC (December 2016 – March 2021).
|
Name,
Address and Year of
Birth |
Position(s)
Held with
the
Company |
Term of
Office and Length
of Time
Served1 |
Principal
Occupation(s) During the Past 5 Years |
Craig
Wheeler
(1969) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President |
May 2013 –
Present |
Vice
President – Director of Tax, Voya Investments, LLC (October 2015 –
Present). |
Nicholas
C.D. Ward
(1993) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Assistant
Vice
President and
Assistant
Secretary |
June 2022
– Present |
Counsel,
Voya Investment Management – Mutual Fund Legal Department (November 2021
– Present). Formerly,
Associate, Dechert LLP (October 2018 – November
2021). |
Gizachew
Wubishet
(1976) 7337 East Doubletree Ranch
Road, Suite 100
Scottsdale,
Arizona
85258-2034
|
Assistant
Vice
President and
Assistant
Secretary |
June 2022
– Present |
Assistant
Vice President and Counsel, Voya Investment Management – Mutual Fund Legal
Department (May 2019 –
Present). Formerly, Attorney, Ropes & Gray LLP (October 2011 –
April
2019). |
Monia
Piacenti
(1976) One Orange Way Windsor,
Connecticut
06095
|
Anti-Money
Laundering
Officer |
June 2018
– Present |
Compliance
Consultant, Voya Financial, Inc. (January 2019 – Present); Anti-Money
Laundering Officer, Voya
Investments Distributor, LLC, Voya Investment Management, and
Voya Investment Management
Trust Co. (June 2018 –
Present). |
|
IRC
E |
IRC
F |
Voya Index
Solution Income Portfolio |
|
X |
Voya Index
Solution 2025 Portfolio |
|
X |
Voya Index
Solution 2030 Portfolio |
|
X |
Voya Index
Solution 2035 Portfolio |
|
X |
Voya Index
Solution 2040 Portfolio |
|
X |
Voya Index
Solution 2045 Portfolio |
|
X |
Voya Index
Solution 2050 Portfolio |
|
X |
Voya Index
Solution 2055 Portfolio |
|
X |
Voya
Index Solution 2060 Portfolio |
|
X |
Voya
Index Solution 2065 Portfolio |
|
X |
Portfolio |
Dollar
Range of Equity Securities in each Portfolio as of December 31,
2022 | |||
Colleen
D. Baldwin |
John V.
Boyer |
Patricia
W. Chadwick |
Martin J.
Gavin | |
Voya Index
Solution Income
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2025
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2030
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2035
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2040
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2045
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2050
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2055
Portfolio |
None |
None |
None |
None
|
Portfolio |
Dollar
Range of Equity Securities in each Portfolio as of December 31,
2022 | |||
Colleen
D. Baldwin |
John V.
Boyer |
Patricia
W. Chadwick |
Martin J.
Gavin | |
Voya Index
Solution 2060
Portfolio |
None |
None |
None |
None |
Voya Index
Solution 2065
Portfolio |
None |
None |
None |
None |
Aggregate
Dollar Range of
Equity
Securities in All
Registered
Investment
Companies
Overseen by
Director
in the Voya family of
funds |
Over
$100,0001 |
Over
$100,0001 |
Over
$100,000 |
Over
$100,0001 |
Portfolio |
Dollar
Range of Equity Securities in each Portfolio as of December 31,
2022 | ||
Joseph E.
Obermeyer |
Sheryl K.
Pressler |
Christopher
P. Sullivan | |
Voya Index
Solution Income
Portfolio |
None |
None |
None |
Voya Index
Solution 2025
Portfolio |
None |
None |
None |
Voya Index
Solution 2030
Portfolio |
None |
None |
None |
Voya Index
Solution 2035
Portfolio |
None |
None |
None |
Voya Index
Solution 2040
Portfolio |
None |
None |
None |
Voya Index
Solution 2045
Portfolio |
None |
None |
None |
Voya Index
Solution 2050
Portfolio |
None |
None |
None |
Voya Index
Solution 2055
Portfolio |
None |
None |
None |
Voya Index
Solution 2060
Portfolio |
None |
None |
None |
Voya Index
Solution 2065
Portfolio |
None |
None |
None |
Aggregate
Dollar Range of
Equity
Securities in All
Registered
Investment
Companies
Overseen by
Director
in the Voya family of
funds |
Over
$100,0001 |
Over
$100,0001 |
Over
$100,000 |
Name
of Director |
Name
of Owners
and
Relationship to
Director |
Company |
Title of
Class |
Value of
Securities |
Percentage
of Class |
Colleen
D. Baldwin |
N/A |
N/A |
N/A |
N/A |
N/A |
John
V. Boyer |
N/A |
N/A |
N/A |
N/A |
N/A |
Patricia
W. Chadwick |
N/A |
N/A |
N/A |
N/A |
N/A |
Martin
J. Gavin |
N/A |
N/A |
N/A |
N/A |
N/A |
Joseph
E. Obermeyer |
N/A |
N/A |
N/A |
N/A |
N/A |
Sheryl
K. Pressler |
N/A |
N/A |
N/A |
N/A |
N/A |
Christopher
P. Sullivan |
N/A |
N/A |
N/A |
N/A |
N/A |
Portfolio |
Aggregate
Compensation | |||
Colleen
D. Baldwin |
John V.
Boyer |
Patricia
W. Chadwick |
Martin J.
Gavin | |
Voya Index
Solution Income
Portfolio |
$3,544.69 |
$2,967.73 |
$2,967.73 |
$2,967.73 |
Voya Index
Solution 2025
Portfolio |
$5,162.32 |
$4,322.26 |
$4,322.26 |
$4,322.26 |
Voya Index
Solution 2030
Portfolio |
$3,729.75 |
$3,123.34 |
$3,123.34 |
$3,123.34 |
Voya Index
Solution 2035
Portfolio |
$5,813.24 |
$4,867.88 |
$4,867.88 |
$4,867.88 |
Voya Index
Solution 2040
Portfolio |
$3,304.22 |
$2,767.08 |
$2,767.08 |
$2,767.08 |
Voya Index
Solution 2045
Portfolio |
$4,417.50 |
$3,698.91 |
$3,698.91 |
$3,698.91 |
Voya Index
Solution 2050
Portfolio |
$2,436.23 |
$2,040.44 |
$2,040.44 |
$2,040.44 |
Voya Index
Solution 2055
Portfolio |
$2,505.24 |
$2,098.13 |
$2,098.13 |
$2,098.13 |
Voya Index
Solution 2060
Portfolio |
$1,242.73 |
$1,041.12 |
$1,041.12 |
$1,041.12 |
Voya Index
Solution 2065
Portfolio |
$132.22 |
$110.95 |
$110.95 |
$110.95 |
Pension or
Retirement
Benefits
Accrued as Part of
Fund
Expenses2
|
N/A |
$0 |
$0 |
N/A |
Estimated
Annual Benefits
Upon
Retirement3
|
N/A |
$400,000.00 |
$113,333.00 |
N/A |
Total
Compensation from the
Portfolio
and the Voya family
of funds
Paid to Directors |
$430,000.00 |
$360,000.00 |
$360,000.00 |
$360,000.00 |
Portfolio |
Aggregate
Compensation | ||
Joseph E.
Obermeyer |
Sheryl K.
Pressler |
Christopher
P. Sullivan | |
Voya Index
Solution Income
Portfolio |
$2,967.73 |
$3,256.21 |
$2,967.73 |
Voya Index
Solution 2025
Portfolio |
$4,322.26 |
$4,742.29 |
$4,322.26 |
Voya Index
Solution 2030
Portfolio |
$3,123.34 |
$3,426.54 |
$3,123.34 |
Voya Index
Solution 2035
Portfolio |
$4,867.88 |
$5,340.56 |
$4,867.88 |
Voya Index
Solution 2040
Portfolio |
$2,767.08 |
$3,035.65 |
$2,767.08 |
Voya Index
Solution 2045
Portfolio |
$3,698.91 |
$4,058.21 |
$3,698.91 |
Voya Index
Solution 2050
Portfolio |
$2,040.44 |
$2,238.33 |
$2,040.44 |
Voya Index
Solution 2055
Portfolio |
$2,098.13 |
$2,301.69 |
$2,098.13 |
Voya Index
Solution 2060
Portfolio |
$1,041.12 |
$1,141.92 |
$1,041.12 |
Voya Index
Solution 2065
Portfolio |
$110.95 |
$121.58 |
$110.95 |
Pension or
Retirement
Benefits
Accrued as Part of
Fund
Expenses2
|
N/A |
$0 |
N/A |
Estimated
Annual Benefits
Upon
Retirement3
|
N/A |
$113,333.00 |
N/A
|
Portfolio |
Aggregate
Compensation | ||
Joseph E.
Obermeyer |
Sheryl K.
Pressler |
Christopher
P. Sullivan | |
Total
Compensation from the
Portfolio
and the Voya family
of funds
Paid to Directors |
$360,000.001 |
$395,000.001 |
$360,000.00 |
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2025
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
20.93% |
19.29% |
Voya Index
Solution 2025
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
79.07% |
80.71% |
Voya Index
Solution 2025
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
70.12% |
19.29% |
Voya Index
Solution 2025
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
29.88% |
80.71% |
Voya Index
Solution 2025
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
35.38% |
19.29%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2025
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
64.62% |
80.71% |
Voya Index
Solution 2025
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
53.80% |
19.29% |
Voya Index
Solution 2025
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
46.20% |
80.71% |
Voya Index
Solution 2025
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
11.17% |
19.29% |
Voya Index
Solution 2025
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
87.57% |
80.71% |
Voya Index
Solution 2030
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
20.35% |
13.63% |
Voya Index
Solution 2030
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
79.65% |
86.34% |
Voya Index
Solution 2030
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
60.92% |
13.63% |
Voya Index
Solution 2030
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
39.08% |
86.34% |
Voya Index
Solution 2030
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.67% |
13.63% |
Voya Index
Solution 2030
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
90.33% |
86.34% |
Voya Index
Solution 2030
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
78.72% |
13.63% |
Voya Index
Solution 2030
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
21.28% |
86.34% |
Voya Index
Solution 2030
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.43% |
13.63% |
Voya Index
Solution 2030
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
88.58% |
86.34% |
Voya Index
Solution 2035
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
16.64% |
17.81% |
Voya Index
Solution 2035
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.24% |
82.18%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2035
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
60.77% |
17.81% |
Voya Index
Solution 2035
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
39.23% |
82.18% |
Voya Index
Solution 2035
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
31.55% |
17.81% |
Voya Index
Solution 2035
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
68.45% |
82.18% |
Voya Index
Solution 2035
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
42.29% |
17.81% |
Voya Index
Solution 2035
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
57.71% |
82.18% |
Voya Index
Solution 2035
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
11.44% |
17.81% |
Voya Index
Solution 2035
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.67% |
82.18% |
Voya Index
Solution 2040
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.46% |
86.56% |
Voya Index
Solution 2040
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
61.19% |
13.41% |
Voya Index
Solution 2040
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
38.81% |
86.56% |
Voya Index
Solution 2040
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
11.85% |
13.41% |
Voya Index
Solution 2040
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
88.15% |
86.56% |
Voya Index
Solution 2040
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
100.00% |
86.56% |
Voya Index
Solution 2040
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.92% |
13.41% |
Voya Index
Solution 2040
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.69% |
86.56% |
Voya Index
Solution 2045
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
16.98% |
19.23%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2045
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.02% |
80.77% |
Voya Index
Solution 2045
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
47.55% |
19.23% |
Voya Index
Solution 2045
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
52.45% |
80.77% |
Voya Index
Solution 2045
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
22.34% |
19.23% |
Voya Index
Solution 2045
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
77.66% |
80.77% |
Voya Index
Solution 2045
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
42.71% |
19.23% |
Voya Index
Solution 2045
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
57.29% |
80.77% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.97% |
19.23% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
6.48% |
19.23% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.56% |
80.77% |
Voya Index
Solution 2050
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.63% |
86.57% |
Voya Index
Solution 2050
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
55.30% |
13.42% |
Voya Index
Solution 2050
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
44.70% |
86.57% |
Voya Index
Solution 2050
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.00% |
13.42% |
Voya Index
Solution 2050
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
90.00% |
86.57% |
Voya Index
Solution 2050
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
100.00% |
86.57% |
Voya Index
Solution 2050
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.16% |
13.42%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2050
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
87.04% |
86.57% |
Voya Index
Solution 2055
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.02% |
16.17% |
Voya Index
Solution 2055
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
89.98% |
83.83% |
Voya Index
Solution 2055
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
31.39% |
16.17% |
Voya Index
Solution 2055
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
68.61% |
83.83% |
Voya Index
Solution 2055
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
14.97% |
16.17% |
Voya Index
Solution 2055
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
85.03% |
83.83% |
Voya Index
Solution 2055
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
48.33% |
16.17% |
Voya Index
Solution 2055
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
51.67% |
83.83% |
Voya Index
Solution 2055
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.92% |
16.17% |
Voya Index
Solution 2055
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
85.91% |
83.83% |
Voya Index
Solution 2060
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.63% |
84.17% |
Voya Index
Solution 2060
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
20.47% |
15.83% |
Voya Index
Solution 2060
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
79.53% |
84.17% |
Voya Index
Solution 2060
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
14.87% |
15.83% |
Voya Index
Solution 2060
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
85.13% |
84.17% |
Voya Index
Solution 2060
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
100.00% |
84.17%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
8.09% |
15.83% |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
8.28% |
15.83% |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.64% |
84.17% |
Voya Index
Solution 2065
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
98.44% |
90.43% |
Voya Index
Solution 2065
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
16.53% |
9.57% |
Voya Index
Solution 2065
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.47% |
90.43% |
Voya Index
Solution 2065
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
13.76% |
9.57% |
Voya Index
Solution 2065
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.24% |
90.43% |
Voya Index
Solution 2065
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
31.74% |
9.57% |
Voya Index
Solution 2065
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
68.26% |
90.43% |
Voya Index
Solution 2065
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
8.71% |
9.57% |
Voya Index
Solution 2065
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
91.29% |
90.43% |
Voya Index
Solution Income
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
44.66% |
33.10% |
Voya Index
Solution Income
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
55.05% |
66.87% |
Voya Index
Solution Income
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
64.91% |
33.10% |
Voya Index
Solution Income
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
35.09% |
66.87% |
Voya Index
Solution Income
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
81.12% |
33.10%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution Income
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
18.88% |
66.87% |
Voya Index
Solution Income
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
70.29% |
33.10% |
Voya Index
Solution Income
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
29.71% |
66.87% |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.91% |
33.10% |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
10.28% |
33.10% |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
79.81% |
66.87% |
Annual
Management Fee |
If
the Portfolio invests in Underlying Funds: 0.20% of the Portfolio’s
average daily net assets; and if the Portfolio invests in Direct
Investments:
0.40% of the Portfolio’s average daily net
assets. |
Portfolio |
December
31, | ||
|
2022 |
2021 |
2020
|
Portfolio |
December
31, | ||
Voya Index
Solution Income Portfolio |
$1,701,076.00 |
$2,149,246.00 |
$1,482,354.00 |
Voya Index
Solution 2025 Portfolio |
$2,444,038.00 |
$2,787,030.00 |
$2,436,258.00 |
Voya Index
Solution 2030 Portfolio |
$1,761,323.00 |
$1,868,247.00 |
$1,445,739.00 |
Voya Index
Solution 2035 Portfolio |
$2,725,994.00 |
$2,943,814.00 |
$2,386,754.00 |
Voya Index
Solution 2040 Portfolio |
$1,551,301.00 |
$1,537,693.00 |
$1,043,315.00 |
Voya Index
Solution 2045 Portfolio |
$2,067,493.00 |
$2,158,864.00 |
$1,569,517.00 |
Voya Index
Solution 2050 Portfolio |
$1,143,124.00 |
$1,068,592.00 |
$711,461.00 |
Voya Index
Solution 2055 Portfolio |
$1,175,228.00 |
$1,130,338.00 |
$771,750.00 |
Voya
Index Solution 2060 Portfolio |
$586,300.00 |
$499,023.00 |
$274,995.00 |
Voya
Index Solution 2065 Portfolio |
$65,161.00 |
$24,974.00 |
$2,379.00 |
Portfolio |
December
31, | ||
|
2022 |
2021 |
2020 |
Voya Index
Solution Income Portfolio |
($1,487,644.00) |
($1,914,696.00) |
($1,095,215.00) |
Voya Index
Solution 2025 Portfolio |
($2,140,305.00) |
($2,372,955.00) |
($1,889,058.00) |
Voya Index
Solution 2030 Portfolio |
($1,818,347.00) |
($1,988,094.00) |
($1,500,094.00) |
Voya Index
Solution 2035 Portfolio |
($2,472,929.00) |
($2,644,142.00) |
($1,935,487.00) |
Voya Index
Solution 2040 Portfolio |
($1,637,575.00) |
($1,675,006.00) |
($1,121,625.00) |
Voya Index
Solution 2045 Portfolio |
($1,904,314.00) |
($1,985,880.00) |
($1,313,872.00) |
Voya Index
Solution 2050 Portfolio |
($1,213,400.00) |
($1,177,774.00) |
($782,858.00) |
Voya Index
Solution 2055 Portfolio |
($1,153,603.00) |
($1,097,560.00) |
($759,451.00) |
Voya
Index Solution 2060 Portfolio |
($625,053.00) |
($556,630.00) |
($312,784.00) |
Voya
Index Solution 2065 Portfolio |
($90,602.00) |
($56,451.00) |
($17,897.00) |
Sub-Adviser |
Annual
Sub-Advisory Fee |
Voya
IM |
If the
Portfolio invests in Underlying Funds: 0.045% of the Portfolio’s average
daily net
assets;
and if the Portfolio invests in Direct Investments: 0.135% of the
Portfolio’s
average
daily net assets. |
Portfolio |
December
31, | ||
|
2022 |
2021 |
2020 |
Voya Index
Solution Income Portfolio |
$414,008.66 |
$533,190.11 |
$373,391.93 |
Voya Index
Solution 2025 Portfolio |
$585,037.83 |
$666,304.30 |
$595,929.22 |
Voya Index
Solution 2030 Portfolio |
$418,603.36 |
$446,546.06 |
$352,028.17 |
Voya Index
Solution 2035 Portfolio |
$642,721.28 |
$698,699.68 |
$581,645.50 |
Voya Index
Solution 2040 Portfolio |
$365,511.60 |
$360,009.02 |
$242,532.57 |
Voya Index
Solution 2045 Portfolio |
$486,319.55 |
$501,109.72 |
$362,423.13 |
Voya Index
Solution 2050 Portfolio |
$268,291.35 |
$243,491.98 |
$161,388.67 |
Voya Index
Solution 2055 Portfolio |
$275,819.92 |
$258,267.33 |
$176,246.60 |
Voya
Index Solution 2060 Portfolio |
$137,626.70 |
$114,012.54 |
$63,251.09
|
Portfolio
Manager |
Registered
Investment Companies |
Other
Pooled Investment Vehicles |
Other
Accounts | |||
Number
of Accounts |
Total
Assets |
Number
of Accounts |
Total
Assets |
Number
of Accounts |
Total
Assets | |
Lanyon
Blair, CFA, CAIA |
0 |
$0 |
0 |
$0 |
0 |
$0 |
Barbara
Reinhard, CFA |
44 |
$15,002,288,817 |
8 |
$4,375,507,784 |
0 |
$0 |
Paul
Zemsky, CFA |
52 |
$16,707,086,536 |
141 |
$4,769,491,018 |
0 |
$0 |
Portfolio
Manager |
Dollar
Range of Fund Shares Owned |
Lanyon
Blair, CFA, CAIA |
None |
Barbara
Reinhard, CFA |
None |
Paul
Zemsky, CFA |
None |
Portfolio |
Type
of Plan |
Distribution
Fee |
Shareholder
Service
Fee |
Combined
Distribution
and
Shareholder
Service
Fee |
All
Portfolios |
|
|
| |
Class
ADV |
Distribution
Plan |
0.25% |
N/A |
N/A |
|
Shareholder
Service
Plan |
N/A |
0.25% |
N/A |
Class
S |
Shareholder
Service
Plan |
N/A |
0.25% |
N/A |
Class
S2 |
Distribution
Plan |
0.15% |
N/A |
N/A |
|
Shareholder
Service
Plan |
N/A |
0.25% |
N/A |
Portfolio |
Class |
Advertising |
Printing |
Salaries
& Commissions |
Broker
Servicing |
Miscellaneous |
Total |
Voya Index
Solution Income
Portfolio |
ADV |
$33.69 |
$640.08 |
$3,754.15 |
$402,745.41 |
$0.99 |
$407,174.32 |
|
I |
$8.61 |
$163.65 |
$966.98 |
-$1.86 |
$0.25 |
$1,137.63 |
|
S |
$39.38 |
$748.21 |
$4,230.91 |
$275,201.99 |
$1.34 |
$280,221.83 |
|
S2 |
$27.27 |
$518.14 |
$2,995.48 |
$70,214.42 |
$0.45 |
$73,755.76 |
|
Z |
$292.16 |
$5,551.00 |
$31,827.84 |
-$63.64 |
$9.21 |
$37,616.57 |
Voya Index
Solution 2025
Portfolio |
ADV |
$70.63 |
$1,342.06 |
$7,750.55 |
$716,019.03 |
$2.21 |
$725,184.48 |
|
I |
$39.18 |
$744.39 |
$4,318.73 |
-$9.17 |
$1.19 |
$5,094.32 |
|
S |
$50.08 |
$951.58 |
$5,812.04 |
$262,408.47 |
$1.24 |
$269,223.41 |
|
S2 |
$36.22 |
$688.24 |
$4,296.78 |
$129,390.01 |
$0.81 |
$134,412.06 |
|
Z |
$467.15 |
$8,875.82 |
$51,211.29 |
-$118.45 |
$13.43 |
$60,449.24 |
Voya Index
Solution 2030
Portfolio |
ADV |
$35.67 |
$677.78 |
$4,191.18 |
$203,097.21 |
$0.97 |
$208,002.81 |
|
I |
$11.47 |
$217.90 |
$1,279.42 |
-$2.04 |
$0.40 |
$1,507.15 |
|
S |
$16.92 |
$321.54 |
$2,000.68 |
$33,416.93 |
$0.30 |
$35,756.37 |
|
S2 |
$16.40 |
$311.68 |
$1,916.12 |
$52,100.72 |
$0.48 |
$54,345.40 |
|
Z |
$492.63 |
$9,360.02 |
$55,425.30 |
-$105.87 |
$14.46 |
$65,186.54 |
Voya Index
Solution 2035
Portfolio |
ADV |
$81.46 |
$1,547.77 |
$9,370.25 |
$695,239.04 |
$2.20 |
$706,240.72 |
|
I |
$45.06 |
$856.16 |
$5,009.32 |
-$12.45 |
$1.21 |
$5,899.30 |
|
S |
$52.51 |
$997.70 |
$5,831.85 |
$225,698.68 |
$1.47 |
$232,582.21 |
|
S2 |
$39.09 |
$742.79 |
$4,589.14 |
$146,019.76 |
$0.98 |
$151,391.76 |
|
Z |
$679.93 |
$12,918.72 |
$75,979.29 |
-$142.33 |
$20.70 |
$89,456.31 |
Voya Index
Solution 2040
Portfolio |
ADV |
$28.37 |
$539.00 |
$3,183.54 |
$133,053.75 |
$0.73 |
$136,805.39 |
|
I |
$13.32 |
$253.13 |
$1,628.95 |
-$2.45 |
$0.31 |
$1,893.26 |
|
S |
$13.27 |
$252.07 |
$1,503.40 |
$31,915.13 |
$0.31 |
$33,684.18 |
|
S2 |
$5.69 |
$108.19 |
$658.20 |
$16,297.63 |
$0.17 |
$17,069.88 |
|
Z |
$541.91 |
$10,296.29 |
$61,044.12 |
-$127.77 |
$15.13 |
$71,769.68 |
Voya Index
Solution 2045
Portfolio |
ADV |
$60.96 |
$1,158.25 |
$6,806.27 |
$531,894.06 |
$1.76 |
$539,921.30
|
Portfolio |
Class |
Advertising |
Printing |
Salaries
& Commissions |
Broker
Servicing |
Miscellaneous |
Total |
|
I |
$39.28 |
$746.28 |
$4,553.29 |
-$8.54 |
$1.00 |
$5,331.31 |
|
S |
$36.17 |
$687.31 |
$4,126.73 |
$153,005.96 |
$0.93 |
$157,857.10 |
|
S2 |
$30.00 |
$570.03 |
$3,499.95 |
$110,040.87 |
$0.72 |
$114,141.57 |
|
Z |
$556.37 |
$10,570.96 |
$62,713.33 |
-$110.50 |
$16.85 |
$73,747.01 |
Voya Index
Solution 2050
Portfolio |
ADV |
$19.56 |
$371.62 |
$2,230.78 |
$99,556.53 |
$0.58 |
$102,179.07 |
|
I |
$15.18 |
$288.38 |
$1,831.81 |
-$3.02 |
$0.36 |
$2,132.71 |
|
S |
$11.61 |
$220.52 |
$1,329.13 |
$27,563.83 |
$0.28 |
$29,125.37 |
|
S2 |
$5.28 |
$100.29 |
$606.06 |
$15,284.24 |
$0.17 |
$15,996.04 |
|
Z |
$463.50 |
$8,806.51 |
$52,738.28 |
-$87.99 |
$14.16 |
$61,934.46 |
Voya Index
Solution 2055
Portfolio |
ADV |
$39.82 |
$756.65 |
$4,540.10 |
$253,109.30 |
$1.10 |
$258,446.97 |
|
I |
$35.55 |
$675.48 |
$4,102.59 |
-$7.71 |
$0.95 |
$4,806.86 |
|
S |
$26.72 |
$507.61 |
$3,022.22 |
$80,895.36 |
$0.69 |
$84,452.60 |
|
S2 |
$20.05 |
$380.90 |
$2,359.44 |
$74,686.89 |
$0.56 |
$77,447.84 |
|
Z |
$409.19 |
$7,774.67 |
$47,359.73 |
-$77.78 |
$11.74 |
$55,477.55 |
Voya
Index Solution 2060
Portfolio |
ADV |
$15.77 |
$299.69 |
$1,808.67 |
$65,999.19 |
$0.47 |
$68,123.79 |
|
I |
$26.81 |
$509.33 |
$3,156.27 |
-$4.74 |
$0.77 |
$3,688.44 |
|
S |
$8.44 |
$160.30 |
$973.65 |
$16,587.05 |
$0.21 |
$17,729.65 |
|
S2 |
$3.28 |
$62.38 |
$387.06 |
$8,622.04 |
$0.10 |
$9,074.86 |
|
Z |
$309.69 |
$5,884.19 |
$35,982.39 |
-$52.42 |
$9.41 |
$42,133.26 |
Voya
Index Solution 2065
Portfolio |
ADV |
$9.37 |
$177.97 |
$1,048.59 |
$12,329.50 |
$0.40 |
$13,565.83 |
|
I |
$8.24 |
$156.55 |
$1,015.85 |
-$1.36 |
$0.21 |
$1,179.49 |
|
S |
$5.84 |
$111.00 |
$694.19 |
$4,748.60 |
$0.14 |
$5,559.77 |
|
S2 |
$1.51 |
$28.70 |
$175.01 |
$1,821.63 |
$0.05 |
$2,026.90 |
|
Z |
$81.53 |
$1,548.98 |
$9,727.68 |
-$17.06 |
$2.04 |
$11,343.17 |
Portfolio |
December
31, | ||
|
2022 |
2021 |
2020 |
Voya Index
Solution Income Portfolio |
$748,188.00 |
$924,717.00 |
$834,971.00 |
Voya Index
Solution 2025 Portfolio |
$1,107,850.00 |
$1,410,251.00 |
$1,341,093.00 |
Voya Index
Solution 2030 Portfolio |
$288,630.00 |
$329,821.00 |
$252,849.00 |
Voya Index
Solution 2035 Portfolio |
$1,066,995.00 |
$1,322,541.00 |
$1,235,052.00 |
Voya Index
Solution 2040 Portfolio |
$181,280.00 |
$199,613.00 |
$156,017.00 |
Voya Index
Solution 2045 Portfolio |
$794,970.00 |
$977,266.00 |
$862,786.00 |
Voya Index
Solution 2050 Portfolio |
$142,413.00 |
$163,414.00 |
$124,103.00 |
Voya Index
Solution 2055 Portfolio |
$408,711.00 |
$497,467.00 |
$402,588.00 |
Voya
Index Solution 2060 Portfolio |
$91,215.00 |
$96,394.00 |
$73,207.00 |
Voya
Index Solution 2065 Portfolio |
$18,903.00 |
$10,010.00 |
$981.00 |
Portfolio |
Gross
securities
lending
income |
Fees
paid
to
securities
lending
agent
from
revenue
split |
Positive
Rebate |
Negative
Rebate |
Net
Rebate |
Securities
Lending
losses/
gains |
Total
Aggregate
fees/
compensation
paid
to
securities
lending
agent
or
broker |
Net
Securities
Income |
Voya Index
Solution Income Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2025 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2030 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2035 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None
|
Portfolio |
Gross
securities
lending
income |
Fees
paid
to
securities
lending
agent
from
revenue
split |
Positive
Rebate |
Negative
Rebate |
Net
Rebate |
Securities
Lending
losses/
gains |
Total
Aggregate
fees/
compensation
paid
to
securities
lending
agent
or
broker |
Net
Securities
Income |
Voya Index
Solution 2040 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2045 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2050 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya Index
Solution 2055 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya
Index Solution 2060 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Voya
Index Solution 2065 Portfolio |
None |
None |
None |
None |
None |
None |
None |
None |
Portfolio |
December
31, | ||
|
2022 |
2021 |
2020 |
Voya Index
Solution Income Portfolio |
$107,158.00 |
$27,662.97 |
$66,082.50 |
Voya Index
Solution 2025 Portfolio |
$125,878.58 |
$59,020.19 |
$151,959.67 |
Voya Index
Solution 2030 Portfolio |
$79,943.08 |
$50,272.94 |
$83,904.97 |
Voya Index
Solution 2035 Portfolio |
$87,912.67 |
$55,693.02 |
$140,607.59 |
Voya Index
Solution 2040 Portfolio |
$44,790.65 |
$27,264.83 |
$31,697.47 |
Voya Index
Solution 2045 Portfolio |
$55,112.53 |
$37,092.61 |
$41,058.81 |
Voya Index
Solution 2050 Portfolio |
$22,902.62 |
$16,984.50 |
$11,922.72 |
Voya Index
Solution 2055 Portfolio |
$23,287.21 |
$20,372.84 |
$13,422.00
|
Portfolio |
December
31, | ||
Voya
Index Solution 2060 Portfolio |
$12,868.61 |
$8,965.97 |
$5,741.33 |
Voya
Index Solution 2065 Portfolio |
$2,064.58 |
$412.90 |
$3.59 |