Portfolio |
Former
Name |
Date
of Change |
Voya
Index Solution
Income
Portfolio |
ING
Index Solution Income
Portfolio |
May
1, 2014 |
Voya
Index Solution
2025
Portfolio |
ING
Index Solution 2025
Portfolio |
May
1, 2014 |
Voya
Index Solution
2030
Portfolio |
ING
Index Solution 2030
Portfolio |
May
1, 2014 |
Voya
Index Solution
2035
Portfolio |
ING
Index Solution 2035
Portfolio |
May
1, 2014 |
Voya
Index Solution
2040
Portfolio |
ING
Index Solution 2040
Portfolio |
May
1, 2014 |
Voya
Index Solution
2045
Portfolio |
ING
Index Solution 2045
Portfolio |
May
1, 2014 |
Voya
Index Solution
2050
Portfolio |
ING
Index Solution 2050
Portfolio |
May
1, 2014 |
Voya
Index Solution
2055
Portfolio |
ING
Index Solution 2055
Portfolio |
May
1, 2014 |
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 |
Debt
Instruments |
|
|
|
|
|
Asset-Backed
Securities |
X |
X |
X |
X |
X |
Bank
Instruments |
X |
X |
X |
X |
X |
Commercial
Paper |
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 |
Corporate
Debt 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 |
Funding
Agreements |
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 |
Debt
Instruments |
|
|
|
|
|
Asset-Backed
Securities |
X |
X |
X |
X |
X |
Bank
Instruments |
X |
X |
X |
X |
X |
Commercial
Paper |
X |
X |
X |
X |
X |
Corporate
Debt 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 |
Funding
Agreements |
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
|
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 |
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 |
Name,
Address and Age |
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
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
61 |
Chairperson
Director |
January
2020 –
Present
November 2007 –
Present |
President,
Glantuam
Partners, LLC, a
business consulting
firm (January 2009 –
Present). |
131 |
Dentaquest,
(February 2014 –
Present); RSR
Partners, Inc., (2016
–
Present). |
John
V. Boyer
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
68 |
Director |
November
1997 –
Present |
Retired.
Formerly,
President and Chief
Executive Officer,
Bechtler Arts
Foundation, an arts
and education
foundation (January
2008 – December
2019). |
131 |
None. |
Patricia
W. Chadwick
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
73 |
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). |
131 |
Wisconsin
Energy
Corporation (June
2006 – Present); The
Royce Funds (22
funds) (December
2009 – Present); and
AMICA Mutual
Insurance Company
(1992 –
Present). |
Martin
J. Gavin
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
72 |
Director |
August
2015 –
Present |
Retired. |
131 |
None. |
Joseph
E. Obermeyer
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
64 |
Director |
May 2013 –
Present |
President,
Obermeyer
& Associates, Inc., a
provider of financial
and economic
consulting services
(November 1999 –
Present). |
131 |
None.
|
Name,
Address and Age |
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 |
Sheryl
K. Pressler
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
71 |
Director |
January
2006 –
Present |
Consultant
(May
2001 –
Present). |
131 |
Centerra
Gold Inc.
(May 2008 –
Present). |
Christopher
P. Sullivan
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
68 |
Director |
October
2015 –
Present |
Retired. |
131 |
None. |
Director
who is an “Interested Person” | |||||
Dina
Santoro3
230 Park
Avenue
New York,
NY 10169
Age:
48 |
Director |
July 2018
– Present |
President,
Voya
Investments, LLC and
Voya Capital, LLC
(March 2018 –
Present); Senior Vice
President,
Voya Investments
Distributor, LLC (April
2018 – Present);
Chief Operating
Officer and Senior
Managing Director,
Head of Product and
Marketing Strategy
Voya Investment
Management
(January 2022 –
Present). Formerly,
Senior Managing
Director, Head of
Product and
Marketing Strategy,
Voya Investment
Management
(September 2017 –
December 2021).
Managing Director,
Quantitative
Management
Associates, LLC
(January 2004 –
August
2017). |
131 |
Voya
Investments,
LLC, Voya Capital,
LLC and Voya Funds
Services, LLC (March
2018 – Present);
Voya Investments
Distributor, LLC (April
2018 –
Present). |
Name,
Address and Age |
Position(s)
Held with the Company |
Term of
Office and Length of Time
Served1
|
Principal
Occupation(s) During the
Past 5
Years |
Michael
Bell
One Orange
Way
Windsor,
CT 06095
Age:
53 |
Chief
Executive Officer |
March 2018
- Present |
Chief
Executive Officer and Director,
Voya Investments, LLC, Voya
Capital,
LLC, and Voya Funds
Services, LLC
(March 2018 – Present);
Senior Vice
President,
Voya Investments
Distributor, LLC (March 2020
–
Present); Chief Financial
Officer, Voya
Investment Management
(September
2014 – Present). Formerly,
Senior
Vice President and Chief
Financial
Officer,
Voya Investments Distributor,
LLC (September 2019 – March
2020);
Senior Vice President and
Treasurer,
Voya Investments
Distributor, LLC
(November 2015 – September
2019);
Senior Vice President, Chief
Financial
Officer, and Treasurer, Voya
Investments, LLC (November
2015 –
March
2018). |
Dina
Santoro
230 Park
Avenue
New York,
NY 10169
Age:
48 |
President |
March 2018
- Present |
President
and Director, Voya
Investments, LLC and Voya
Capital,
LLC (March 2018 – Present);
Director,
Voya Funds Services,
LLC (March
2018 – Present); Director
and Senior
Vice President,
Voya Investments
Distributor, LLC (April 2018
–
Present); Chief Operating
Officer and
Senior Managing Director,
Head of
Product and Marketing
Strategy, Voya
Investment Management
(January
2022 – Present). Formerly,
Senior
Managing Director, Head of
Product
and Marketing Strategy, Voya
Investment Management
(September
2017 – December 2021).
Managing
Director, Quantitative
Management
Associates, LLC (January
2004 –
August 2017).
|
Name,
Address and Age |
Position(s)
Held with the Company |
Term of
Office and Length of Time
Served1 |
Principal
Occupation(s) During the
Past 5
Years |
Jonathan
Nash
230 Park
Avenue
New York,
NY 10169
Age:
54 |
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);
Consultant, DA
Capital LLC (January 2016 –
March
2017). |
James
M. Fink
5780
Powers Ferry Rd. NW
Atlanta,
GA 30327
Age:
63 |
Executive
Vice President |
March 2018
- Present |
Managing
Director, Voya Investments,
LLC, Voya Capital, LLC, and
Voya Funds Services,
LLC (March
2018 – Present); Senior Vice
President,
Voya Investments
Distributor, LLC (April 2018
–
Present); Chief
Administrative Officer,
Voya Investment Management
(September 2017 – Present).
Formerly, Managing Director,
Operations, Voya Investment
Management (March 1999 –
September
2017). |
Kristin
M. Lynch
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
40 |
Chief
Compliance Officer |
April 2022
- Present |
Vice
President, Voya Investment
Management and Chief
Compliance
Officer, Voya Family of
Funds (April
2022 - Present); Vice
President Voya
Investment Management (March
2019
– April 2022); and Assistant
Vice
President, Voya Investment
Management (March 2014 –
2019). |
Todd
Modic
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
54 |
Senior
Vice President, Chief/Principal
Financial Officer and
Assistant
Secretary |
March 2005
- Present |
President,
Voya Funds Services, LLC
(March 2018 – Present) and
Senior
Vice President, Voya
Investments, LLC
(April 2005 –
Present). |
Kimberly
A. Anderson
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
57 |
Senior
Vice President |
January
2005 - Present |
Senior
Vice President, Voya
Investments, LLC (September
2003 –
Present).
|
Name,
Address and Age |
Position(s)
Held with the Company |
Term of
Office and Length of Time
Served1 |
Principal
Occupation(s) During the
Past 5
Years |
Micheline
S. Faver
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
44 |
Senior
Vice President |
September
2020 - Present |
Senior Vice President, Head
of Fund
Compliance, and Chief
Compliance
Officer, Voya Investments,
LLC (March
2021 – Present). Formerly,
Vice
President, Head of Fund
Compliance,
Chief Compliance Officer,
Voya
Investments, LLC (June 2016
– March
2021). |
Robert
Terris
5780
Powers Ferry Rd. NW
Atlanta,
GA 30327
Age:
51 |
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) and
Voya Funds
Services, LLC (March 2006 –
Present). Formerly, Senior
Vice
President, Head of Division
Operations, Voya
Investments, LLC
(October 2015 – April
2018). |
Fred
Bedoya
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
49 |
Vice
President and Treasurer |
September
2012 - Present |
Vice
President, Voya Investments, LLC
(October 2015 – Present) and
Voya Funds Services,
LLC (July 2012
–
Present). |
Maria
M. Anderson
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
63 |
Vice
President |
January
2005 - Present |
Vice
President, Voya Investments, LLC
(October 2015 – Present) and
Voya Funds Services,
LLC (September
2004 –
Present). |
Sara
M. Donaldson
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
62 |
Vice
President |
September
2014 - Present |
Senior
Vice President, Voya
Investments, LLC (February
2022 -
Present). Formerly, Vice
President,
Voya Investments, LLC
(October 2015
– February
2022). |
Robyn
L. Ichilov
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
54 |
Vice
President |
January
2005 - Present |
Vice
President, Voya Funds Services,
LLC (November 1995 –
Present) and
Voya Investments, LLC
(August 1997
–
Present). |
Jason
Kadavy
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
46 |
Vice
President |
September
2012 - Present |
Vice
President, Voya Investments, LLC
(October 2015 – Present) and
Voya Funds Services,
LLC (July 2007
– Present).
|
Name,
Address and Age |
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
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
46 |
Vice
President |
March 2018
- Present |
Vice
President, Voya Investments
Distributor, LLC (April 2018
–
Present); Vice President,
Voya
Investments, LLC and
Voya Funds
Services, LLC (March 2018 –
Present); Senior Vice
President, Head
of Mutual Fund Operations,
Voya
Investment Management (March
2022
– Present). Formerly, Vice
President,
Head of Mutual Fund
Operations, Voya
Investment Management
(February
2018 – February 2022); Vice
President, Voya Investment
Management (March 2014 –
February
2018). |
Craig
Wheeler
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
52 |
Vice
President |
May 2013 -
Present |
Vice
President – Director of Tax, Voya
Investments, LLC (October
2015 –
Present). |
Monia
Piacenti
One Orange
Way
Windsor,
CT 06095
Age:
45 |
Anti-Money
Laundering Officer |
June 2018
- Present |
Anti-Money
Laundering Officer,
Voya Investments
Distributor, LLC,
Voya Investment Management,
and
Voya Investment Management
Trust
Co. (June 2018 – Present);
Compliance Consultant, Voya
Financial, Inc. (January
2019 –
Present). Formerly, Senior
Compliance
Officer, Voya Investment
Management
(December 2009 – December
2018). |
Joanne
F. Osberg
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
40 |
Secretary |
September
2020 - Present |
Vice
President and Senior Counsel,
Voya Investment Management –
Mutual Fund Legal Department
(September 2020 – Present).
Formerly, Vice President and
Counsel,
Voya Investment Management –
Mutual Fund Legal Department
(January 2013 – September
2020). |
Paul
A. Caldarelli
7337 East
Doubletree Ranch Road, Suite 100
Scottsdale,
AZ 85258-2034
Age:
70 |
Assistant
Secretary |
June 2010
- Present |
Vice
President and Senior Counsel,
Voya Investment Management –
Mutual Fund Legal Department
(March
2010 –
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,
2021 | |||
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
|
Portfolio |
Dollar
Range of Equity Securities in each Portfolio as of December 31,
2021 | |||
Colleen
D. Baldwin |
John
V. Boyer |
Patricia
W. Chadwick |
Martin
J. Gavin | |
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 |
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
$100,000
Over
$100,0001
|
Over
$100,000 |
Over
$100,0001
|
Portfolio |
Dollar
Range of Equity Securities in each Portfolio as of December 31,
2021 | |||
Joseph
E. Obermeyer |
Sheryl
K. Pressler |
Dina
Santoro |
Christopher
P. Sullivan | |
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 |
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
$100,0001
|
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
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 |
$3,773.14 |
$3,165.65 |
$3,165.65 |
$3,165.65 |
Voya Index
Solution 2025
Portfolio |
$5,053.68 |
$4,240.81 |
$4,240.81 |
$4,240.81 |
Voya Index
Solution 2030
Portfolio |
$3,354.27 |
$2,815.23 |
$2,815.23 |
$2,815.23
|
Portfolio |
Aggregate
Compensation | |||
Colleen
D. Baldwin |
John V.
Boyer |
Patricia
W. Chadwick |
Martin J.
Gavin | |
Voya Index
Solution 2035
Portfolio |
$5,349.92 |
$4,489.87 |
$4,489.87 |
$4,489.87 |
Voya Index
Solution 2040
Portfolio |
$2,807.61 |
$2,356.62 |
$2,356.62 |
$2,356.62 |
Voya Index
Solution 2045
Portfolio |
$4,004.27 |
$3,360.75 |
$3,360.75 |
$3,360.75 |
Voya Index
Solution 2050
Portfolio |
$2,006.83 |
$1,684.57 |
$1,684.57 |
$1,684.57 |
Voya Index
Solution 2055
Portfolio |
$2,119.00 |
$1,778.67 |
$1,778.67 |
$1,778.67 |
Voya Index
Solution 2060
Portfolio |
$925.62 |
$777.19 |
$777.19 |
$777.19 |
Voya Index
Solution 2065
Portfolio |
$42.59 |
$35.84 |
$35.84 |
$35.84 |
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 |
$435,000.00 |
$365,000.00 |
$365,000.00 |
$365,000.00 |
Portfolio |
Aggregate
Compensation | ||
Joseph E.
Obermeyer |
Sheryl K.
Pressler |
Christopher
P. Sullivan | |
Voya Index
Solution Income
Portfolio |
$3,165.65 |
$3,469.40 |
$3,165.65 |
Voya Index
Solution 2025
Portfolio |
$4,240.81 |
$4,647.25 |
$4,240.81 |
Voya Index
Solution 2030
Portfolio |
$2,815.23 |
$3,084.75 |
$2,815.23 |
Voya Index
Solution 2035
Portfolio |
$4,489.87 |
$4,919.90 |
$4,489.87 |
Voya Index
Solution 2040
Portfolio |
$2,356.62 |
$2,582.11 |
$2,356.62 |
Voya Index
Solution 2045
Portfolio |
$3,360.75 |
$3,682.51 |
$3,360.75 |
Voya Index
Solution 2050
Portfolio |
$1,684.57 |
$1,845.70 |
$1,684.57 |
Voya Index
Solution 2055
Portfolio |
$1,778.67 |
$1,948.83 |
$1,778.67 |
Voya Index
Solution 2060
Portfolio |
$777.19 |
$851.41 |
$777.19 |
Voya Index
Solution 2065
Portfolio |
$35.84 |
$39.22 |
$35.84 |
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 |
Total
Compensation from the
Portfolio
and the Voya family
of funds
Paid to Directors |
$365,000.001 |
$400,000.001 |
$365,000.00 |
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 |
19.46% |
18.55% |
Voya Index
Solution 2025
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
80.54% |
81.45% |
Voya Index
Solution 2025
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
69.93% |
18.55% |
Voya Index
Solution 2025
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
30.07% |
81.45% |
Voya Index
Solution 2025
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
33.57% |
18.55% |
Voya Index
Solution 2025
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
66.43% |
81.45% |
Voya Index
Solution 2025
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
50.50% |
18.55% |
Voya Index
Solution 2025
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
49.50% |
81.45%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2025
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.86% |
18.55% |
Voya Index
Solution 2025
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
87.96% |
81.45% |
Voya Index
Solution 2030
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
21.22% |
12.74% |
Voya Index
Solution 2030
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
78.78% |
87.24% |
Voya Index
Solution 2030
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
59.20% |
12.74% |
Voya Index
Solution 2030
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
40.80% |
87.24% |
Voya Index
Solution 2030
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
6.94% |
12.74% |
Voya Index
Solution 2030
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
93.06% |
87.27% |
Voya Index
Solution 2030
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
73.80% |
12.74% |
Voya Index
Solution 2030
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
26.20% |
87.24% |
Voya Index
Solution 2030
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
8.84% |
12.74% |
Voya Index
Solution 2030
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
89.29% |
87.24% |
Voya Index
Solution 2035
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
16.97% |
16.95% |
Voya Index
Solution 2035
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
82.93% |
83.03% |
Voya Index
Solution 2035
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
57.27% |
16.95% |
Voya Index
Solution 2035
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
42.73% |
83.03% |
Voya Index
Solution 2035
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
29.83% |
16.95%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2035
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
70.17% |
83.03% |
Voya Index
Solution 2035
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
33.65% |
16.95% |
Voya Index
Solution 2035
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
66.35% |
83.03% |
Voya Index
Solution 2035
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.86% |
16.95% |
Voya Index
Solution 2035
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
87.28% |
83.03% |
Voya Index
Solution 2040
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.52% |
86.99% |
Voya Index
Solution 2040
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
60.59% |
12.99% |
Voya Index
Solution 2040
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
39.41% |
86.99% |
Voya Index
Solution 2040
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
8.81% |
12.99% |
Voya Index
Solution 2040
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
91.19% |
86.99% |
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% |
86.99% |
Voya Index
Solution 2040
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.73% |
12.99% |
Voya Index
Solution 2040
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.95% |
86.99% |
Voya Index
Solution 2045
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
15.81% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
84.19% |
81.40% |
Voya Index
Solution 2045
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
43.83% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
56.17% |
81.40%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2045
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
20.45% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
79.55% |
81.40% |
Voya Index
Solution 2045
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
38.09% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
61.91% |
81.40% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.69% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
6.73% |
18.60% |
Voya Index
Solution 2045
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
83.58% |
81.40% |
Voya Index
Solution 2050
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.82% |
87.29% |
Voya Index
Solution 2050
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
54.79% |
12.71% |
Voya Index
Solution 2050
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
45.21% |
87.29% |
Voya Index
Solution 2050
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
7.57% |
12.71% |
Voya Index
Solution 2050
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
92.43% |
87.29% |
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% |
87.29% |
Voya Index
Solution 2050
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.76% |
12.71% |
Voya Index
Solution 2050
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
87.47% |
87.29% |
Voya Index
Solution 2055
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.21% |
15.47% |
Voya Index
Solution 2055
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
89.79% |
84.53%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2055
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
30.65% |
15.47% |
Voya Index
Solution 2055
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
69.35% |
84.53% |
Voya Index
Solution 2055
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
13.46% |
15.47% |
Voya Index
Solution 2055
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.54% |
84.53% |
Voya Index
Solution 2055
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
38.70% |
15.47% |
Voya Index
Solution 2055
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
61.30% |
84.53% |
Voya Index
Solution 2055
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
9.34% |
15.47% |
Voya Index
Solution 2055
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
86.18% |
84.53% |
Voya Index
Solution 2060
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
99.69% |
85.07% |
Voya Index
Solution 2060
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
18.77% |
14.93% |
Voya Index
Solution 2060
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
81.23% |
85.07% |
Voya Index
Solution 2060
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.90% |
14.93% |
Voya Index
Solution 2060
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
89.10% |
85.07% |
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% |
85.07% |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
8.52% |
14.93% |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
7.25% |
14.93% |
Voya Index
Solution 2060
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
84.23% |
85.07%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution 2065
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
98.14% |
92.59% |
Voya Index
Solution 2065
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.41% |
7.71% |
Voya Index
Solution 2065
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
89.59% |
92.29% |
Voya Index
Solution 2065
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
7.02% |
7.71% |
Voya Index
Solution 2065
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
92.98% |
92.29% |
Voya Index
Solution 2065
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
56.08% |
7.71% |
Voya Index
Solution 2065
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
43.92% |
92.29% |
Voya Index
Solution 2065
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
7.05% |
7.71% |
Voya Index
Solution 2065
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
92.95% |
92.29% |
Voya Index
Solution Income
Portfolio |
Class
ADV |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
42.21% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
ADV |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
57.56% |
68.35% |
Voya Index
Solution Income
Portfolio |
Class
I |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
62.90% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
I |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
37.10% |
68.35% |
Voya Index
Solution Income
Portfolio |
Class
S |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
77.89% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
S |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
22.11% |
68.35% |
Voya Index
Solution Income
Portfolio |
Class
S2 |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
67.11% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
S2 |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
32.89% |
68.35%
|
Name
of Portfolio |
Class |
Name and
Address |
Percentage
of
Class |
Percentage
of
Portfolio |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Institutional Trust
Company
1 Orange Way
Windsor, CT
06095-4773 |
10.07% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Institutional Trust
Company
FBO VIPS II
30 Braintree Hill Office
Park
Braintree, MA
02184 |
8.82% |
31.62% |
Voya Index
Solution Income
Portfolio |
Class
Z |
Voya Retirement Insurance
and Annuity Company
Attn: Valuation Unit
TN41
One Orange Way
B3N
Windsor, CT
06095 |
81.11% |
68.35% |
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, | ||
|
2021 |
2020 |
2019 |
Voya Index
Solution Income Portfolio |
$2,149,246.00 |
$1,482,354.00 |
$1,098,385.00 |
Voya Index
Solution 2025 Portfolio |
$2,787,030.00 |
$2,436,258.00 |
$2,230,943.00 |
Voya Index
Solution 2030 Portfolio |
$1,868,247.00 |
$1,445,739.00 |
$1,126,757.00 |
Voya Index
Solution 2035 Portfolio |
$2,943,814.00 |
$2,386,754.00 |
$2,052,430.00 |
Voya Index
Solution 2040 Portfolio |
$1,537,693.00 |
$1,043,315.00 |
$794,959.00 |
Voya Index
Solution 2045 Portfolio |
$2,158,864.00 |
$1,569,517.00 |
$1,345,672.00 |
Voya Index
Solution 2050 Portfolio |
$1,068,592.00 |
$711,461.00 |
$521,598.00 |
Voya Index
Solution 2055 Portfolio |
$1,130,338.00 |
$771,750.00 |
$586,560.00 |
Voya
Index Solution 2060 Portfolio |
$499,023.00 |
$274,995.00 |
$161,410.00 |
Voya
Index Solution 2065 Portfolio |
$24,974.00 |
$2,379.00 |
N/A |
Portfolio |
December
31, | ||
|
2021 |
2020 |
2019 |
Voya Index
Solution Income Portfolio |
($1,914,696.00) |
($1,095,215.00) |
($596,210.00) |
Voya Index
Solution 2025 Portfolio |
($2,372,955.00) |
($1,889,058.00) |
($1,540,459.00) |
Voya Index
Solution 2030 Portfolio |
($1,988,094.00) |
($1,500,094.00) |
($1,120,962.00) |
Voya Index
Solution 2035 Portfolio |
($2,644,142.00) |
($1,935,487.00) |
($1,376,072.00) |
Voya Index
Solution 2040 Portfolio |
($1,675,006.00) |
($1,121,625.00) |
($818,307.00) |
Voya Index
Solution 2045 Portfolio |
($1,985,880.00) |
($1,313,872.00) |
($872,448.00) |
Voya Index
Solution 2050 Portfolio |
($1,177,774.00) |
($782,858.00) |
($526,114.00) |
Voya Index
Solution 2055 Portfolio |
($1,097,560.00) |
($759,451.00) |
($390,422.00) |
Voya
Index Solution 2060 Portfolio |
($556,630.00) |
($312,784.00) |
($164,735.00) |
Voya
Index Solution 2065 Portfolio |
($56,451.00) |
($17,897.00) |
N/A |
Sub-Adviser |
Annual
Sub-Advisory Fee |
Voya Investment
Management Co.
LLC
(“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, | ||
|
2021 |
2020 |
2019 |
Voya Index
Solution Income Portfolio |
$533,190.11 |
$373,391.93 |
$283,919.28 |
Voya Index
Solution 2025 Portfolio |
$666,304.30 |
$595,929.22 |
$555,488.48 |
Voya Index
Solution 2030 Portfolio |
$446,546.06 |
$352,028.17 |
$273,992.97 |
Voya Index
Solution 2035 Portfolio |
$698,699.68 |
$581,645.50 |
$500,285.31 |
Voya Index
Solution 2040 Portfolio |
$360,009.02 |
$242,532.57 |
$187,023.76 |
Voya Index
Solution 2045 Portfolio |
$501,109.72 |
$362,423.13 |
$314,769.92 |
Voya Index
Solution 2050 Portfolio |
$243,491.98 |
$161,388.67 |
$120,137.47 |
Voya Index
Solution 2055 Portfolio |
$258,267.33 |
$176,246.60 |
$135,148.81 |
Voya
Index Solution 2060 Portfolio |
$114,012.54 |
$63,251.09 |
$37,903.42 |
Voya
Index Solution 2065 Portfolio |
$5,700.15 |
$541.00 |
N/A |
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 | |
Halvard
Kvaale, CIMA |
40 |
$18,036,524,979 |
0 |
$0 |
0 |
$0 |
Barbara
Reinhard, CFA |
44 |
$18,734,821,649 |
7 |
$4,354,197,845 |
0 |
$0 |
Paul
Zemsky, CFA |
52 |
$20,890,752,035 |
161 |
$4,829,715,685 |
0 |
$0 |
Portfolio
Manager |
Dollar
Range of Fund Shares Owned |
Halvard
Kvaale, CIMA |
None |
Paul
Zemsky, CFA |
None |
Portfolio |
Type
of Plan |
Type
of Fee | ||
|
|
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 |
$29.69 |
$564.18 |
$6,347.53 |
$500,095.08 |
$188.32 |
$507,224.80 |
|
I |
$5.77 |
$109.59 |
$1,660.52 |
$65.50 |
$56.96 |
$1,898.34 |
|
S |
$36.27 |
$689.11 |
$7,165.44 |
$354,838.73 |
$205.72 |
$362,935.27 |
|
S2 |
$7.12 |
$135.31 |
$3,177.65 |
$70,451.98 |
$107.66 |
$73,879.72 |
|
Z |
$362.67 |
$6,890.72 |
$69,356.89 |
$2,834.87 |
$1,862.08 |
$81,307.23 |
Voya Index
Solution 2025
Portfolio |
ADV |
$59.17 |
$1,124.24 |
$12,452.92 |
$912,771.60 |
$373.00 |
$926,780.93 |
|
I |
$26.39 |
$501.48 |
$5,577.09 |
$199.94 |
$189.10 |
$6,494.00 |
|
S |
$39.20 |
$744.80 |
$9,784.29 |
$350,045.95 |
$278.52 |
$360,892.76 |
|
S2 |
$25.84 |
$490.92 |
$4,583.85 |
$148,486.13 |
$159.83 |
$153,746.57 |
|
Z |
$374.60 |
$7,117.31 |
$83,908.01 |
$3,231.04 |
$2,508.17 |
$97,139.13 |
Voya Index
Solution 2030
Portfolio |
ADV |
$17.22 |
$327.24 |
$5,157.52 |
$231,325.93 |
$143.09 |
$236,971.00 |
|
I |
$5.22 |
$99.12 |
$1,164.07 |
$41.93 |
$40.10 |
$1,350.44 |
|
S |
$10.66 |
$202.58 |
$2,748.62 |
$47,430.34 |
$75.66 |
$50,467.86 |
|
S2 |
$12.87 |
$244.56 |
$2,454.78 |
$51,449.59 |
$77.51 |
$54,239.31 |
|
Z |
$338.40 |
$6,429.59 |
$82,881.92 |
$3,154.94 |
$2,358.13 |
$95,162.98 |
Voya Index
Solution 2035
Portfolio |
ADV |
$54.96 |
$1,044.19 |
$11,598.97 |
$858,077.04 |
$366.49 |
$871,141.65 |
|
I |
$21.96 |
$417.28 |
$5,896.16 |
$228.82 |
$171.10 |
$6,735.32 |
|
S |
$34.44 |
$654.42 |
$9,334.29 |
$288,216.99 |
$257.22 |
$298,497.36 |
|
S2 |
$22.62 |
$429.87 |
$4,943.31 |
$177,241.21 |
$167.40 |
$182,804.41 |
|
Z |
$455.82 |
$8,660.67 |
$98,022.60 |
$3,822.68 |
$3,002.74 |
$113,964.51 |
Voya Index
Solution 2040
Portfolio |
ADV |
$11.77 |
$223.66 |
$3,324.57 |
$142,118.45 |
$93.67 |
$145,772.12 |
|
I |
$3.97 |
$75.45 |
$1,015.40 |
$37.37 |
$29.41 |
$1,161.60 |
|
S |
$7.81 |
$148.41 |
$2,224.04 |
$38,379.28 |
$62.13 |
$40,821.67
|
Portfolio |
Class |
Advertising |
Printing |
Salaries
& Commissions |
Broker
Servicing |
Miscellaneous |
Total |
|
S2 |
$2.64 |
$50.16 |
$675.00 |
$19,353.01 |
$18.77 |
$20,099.58 |
|
Z |
$337.28 |
$6,408.30 |
$78,837.74 |
$3,039.79 |
$2,211.26 |
$90,834.37 |
Voya Index
Solution 2045
Portfolio |
ADV |
$46.83 |
$889.76 |
$10,032.87 |
$658,639.69 |
$296.24 |
$669,905.39 |
|
I |
$22.65 |
$430.39 |
$5,106.41 |
$195.78 |
$145.72 |
$5,900.95 |
|
S |
$28.08 |
$533.43 |
$6,621.10 |
$206,731.59 |
$199.34 |
$214,113.54 |
|
S2 |
$13.25 |
$251.72 |
$3,553.90 |
$112,674.64 |
$109.87 |
$116,603.38 |
|
Z |
$407.39 |
$7,740.35 |
$85,085.18 |
$3,387.78 |
$2,387.23 |
$99,007.93 |
Voya Index
Solution 2050
Portfolio |
ADV |
$10.24 |
$194.61 |
$2,843.34 |
$110,422.68 |
$77.45 |
$113,548.32 |
|
I |
$6.10 |
$115.88 |
$1,453.22 |
$54.71 |
$44.05 |
$1,673.96 |
|
S |
$8.23 |
$156.42 |
$2,080.59 |
$37,298.07 |
$60.87 |
$39,604.18 |
|
S2 |
$1.78 |
$33.75 |
$520.73 |
$15,897.98 |
$14.48 |
$16,468.72 |
|
Z |
$244.23 |
$4,640.44 |
$58,344.77 |
$2,214.35 |
$1,685.28 |
$67,129.07 |
Voya Index
Solution 2055
Portfolio |
ADV |
$22.48 |
$427.21 |
$5,859.12 |
$307,207.42 |
$170.48 |
$313,686.71 |
|
I |
$17.20 |
$326.81 |
$4,368.70 |
$161.59 |
$133.88 |
$5,008.18 |
|
S |
$18.34 |
$348.52 |
$4,572.36 |
$111,330.17 |
$135.81 |
$116,405.20 |
|
S2 |
$6.79 |
$128.93 |
$2,822.41 |
$79,431.36 |
$81.68 |
$82,471.17 |
|
Z |
$232.96 |
$4,426.32 |
$51,659.38 |
$1,930.42 |
$1,496.58 |
$59,745.66 |
Voya
Index Solution 2060
Portfolio |
ADV |
$10.91 |
$207.33 |
$2,203.00 |
$64,695.07 |
$71.03 |
$67,187.34 |
|
I |
$11.96 |
$227.29 |
$3,023.07 |
$109.46 |
$86.32 |
$3,458.10 |
|
S |
$5.80 |
$110.28 |
$1,500.41 |
$22,628.19 |
$43.09 |
$24,287.77 |
|
S2 |
$1.29 |
$24.46 |
$379.06 |
$9,221.55 |
$11.16 |
$9,637.52 |
|
Z |
$153.35 |
$2,913.57 |
$36,076.18 |
$1,365.26 |
$999.95 |
$41,508.31 |
Voya
Index Solution 2065
Portfolio |
ADV |
$1.71 |
$32.50 |
$615.00 |
$6,244.26 |
$15.27 |
$6,908.74 |
|
I |
$1.35 |
$25.73 |
$419.59 |
$13.73 |
$11.63 |
$472.03 |
|
S |
$1.30 |
$24.78 |
$577.99 |
$2,629.00 |
$19.30 |
$3,252.37 |
|
S2 |
$0.30 |
$5.71 |
$165.69 |
$1,186.18 |
$5.92 |
$1,363.80 |
|
Z |
$16.06 |
$305.23 |
$4,876.12 |
$161.01 |
$138.76 |
$5,497.18 |
Portfolio |
December
31, | ||
|
2021 |
2020 |
2019 |
Voya Index
Solution Income Portfolio |
$924,717.00 |
$834,971.00 |
$821,318.00 |
Voya Index
Solution 2025 Portfolio |
$1,410,251.00 |
$1,341,093.00 |
$1,424,344.00 |
Voya Index
Solution 2030 Portfolio |
$329,821.00 |
$252,849.00 |
$206,651.00 |
Voya Index
Solution 2035 Portfolio |
$1,322,541.00 |
$1,235,052.00 |
$1,320,168.00 |
Voya Index
Solution 2040 Portfolio |
$199,613.00 |
$156,017.00 |
$137,124.00 |
Voya Index
Solution 2045 Portfolio |
$977,266.00 |
$862,786.00 |
$912,867.00 |
Voya Index
Solution 2050 Portfolio |
$163,414.00 |
$124,103.00 |
$108,550.00 |
Voya Index
Solution 2055 Portfolio |
$497,467.00 |
$402,588.00 |
$381,165.00 |
Voya
Index Solution 2060 Portfolio |
$96,394.00 |
$73,207.00 |
$54,544.00 |
Voya
Index Solution 2065 Portfolio |
$10,010.00 |
$981.00 |
N/A |
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
|
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 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 |
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, | ||
|
2021 |
2020 |
2019 |
Voya Index
Solution Income Portfolio |
$27,662.97 |
$66,082.50 |
$36,453.41 |
Voya Index
Solution 2025 Portfolio |
$59,020.19 |
$151,959.67 |
$72,521.44 |
Voya Index
Solution 2030 Portfolio |
$50,272.94 |
$83,904.97 |
$41,876.74 |
Voya Index
Solution 2035 Portfolio |
$55,693.02 |
$140,607.59 |
$72,419.67 |
Voya Index
Solution 2040 Portfolio |
$27,264.83 |
$31,697.47 |
$22,680.90
|
Portfolio |
December
31, | ||
Voya Index
Solution 2045 Portfolio |
$37,092.61 |
$41,058.81 |
$32,399.46 |
Voya Index
Solution 2050 Portfolio |
$16,984.50 |
$11,922.72 |
$5,427.12 |
Voya Index
Solution 2055 Portfolio |
$20,372.84 |
$13,422.00 |
$6,383.35 |
Voya
Index Solution 2060 Portfolio |
$8,965.97 |
$5,741.33 |
$2,946.50 |
Voya
Index Solution 2065 Portfolio |
$412.90 |
$3.59 |
N/A |