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Voya Retirement Plan
Voya Retirement Plan operates as the defined benefit pension sponsored by Voya Financial, Inc. The plan traces its assets to the parent corporation's employee...
Voya Retirement Plan
Voya Retirement Plan operates as the defined benefit pension sponsored by Voya Financial, Inc. The plan traces its assets to the parent corporation's employee obligations. No separate founding date appears in records. The plan deploys capital across real estate and private markets. Confirmed holdings include a UBS Realty Investors commitment and a commercial mortgage loan portfolio. It also maintains limited partner positions with Pantheon Ventures in the United Kingdom and USA and with Magnitude Capital in the United States. A co-investment relationship exists with Blue Owl Capital through the parent entity. Assets total $1.8 billion. The plan lists four documented holdings and participates in the Voya Financial Annual Meeting of Shareholders held May 2025. Voya Foundation serves as the adjacent philanthropic vehicle with $4.9 million in annual giving focused on education in the United States. The plan functions as an internal corporate balance sheet vehicle rather than an independent allocator. Investment decisions remain tied to Voya Financial governance and service providers including Voya Investment Management.
General information
Firm type
Pension Fund
Year founded
1973
Location
Region
North America
Country
United States
City
New York
Principals
Heather Lavallee
CEO of Voya Financial, Inc.
Sector focus
Frequently asked questions
Who runs investment decisions at Voya Retirement Plan?
Heather Lavallee serves as CEO of Voya Financial, Inc., the plan sponsor. Day-to-day management occurs through Voya Investment Management under a 2012-present advisory agreement.
Does Voya Retirement Plan participate in fund commitments or only direct deals?
The plan holds both. It maintains a commitment to UBS Realty Investors funds and limited partner positions with Pantheon Ventures and Magnitude Capital.
Where does the underlying wealth come from?
Assets originate from Voya Financial, Inc. as sponsor of the corporate defined benefit plan.
What is Voya Retirement Plan's known posture on co-investments alongside external GPs?
The plan has executed a co-investment with Blue Owl Capital through the parent Voya Financial, Inc. entity.
Does Voya Retirement Plan maintain philanthropic structures, and how are they separated?
Voya Foundation operates as the charitable arm with $4.9 million in annual giving. Focus areas include financial literacy and children's education in the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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