Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MYWAYRETIREMENT BALANCED FUND CL R Registered investment companies in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KYKENKEE KYKENKEE 401(K) PLAN | VANCE AL | 154 | $11.8M | $1.6M |
