Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Voya American Funds Am Balanced-R6 in their Schedule of Assets, totaling $12.0M 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 | TEXAS INDEPENDENT BANCSHARES TEXAS INDEPENDENT BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | TEXAS CITY TX | 293 | $79.0M | $7.3M |
| 2 | DALLAS MARKET CENTER COMPANY, LTD. DALLAS MARKET CENTER COMPANY, LTD EMPLOYEE RETIREMENT SAVINGS PLAN | DALLAS TX | 224 | $30.1M | $1.4M |
| 3 | TAYLOR METALWORKS, INC. |
ORCHARD PARK NY |
| 93 |
| $14.6M |
| $1.0M |
| 4 | CERBA RESEARCH USA, INC. CERBA RESEARCH USA INC. 401(K) PLAN | LAKE SUCCESS NY | 97 | $4.0M | $565K |
| 5 | SPANISH BROADCASTING SYSTEMS, INC. SPANISH BROADCASTING SYSTEMS 401(K) PLAN | MIAMI FL | 397 | $10.6M | $563K |
| 6 | MYCON GENERAL CONTRACTORS, INC. MYCON GENERAL CONTRACTORS, INC. PENSION PLAN | DALLAS TX | 236 | $10.4M | $476K |
| 7 | IMAGINEERING ENTERPRISES, INC. IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN | SOUTH BEND IN | 179 | $9.2M | $189K |
| 8 | HOCKING INTERNATIONAL LABORATORIES HOCKING INTERNATIONAL LABORATORIES 401(K) PLAN | HOUSTON TX | 148 | $5.0M | $98K |
| 9 | SEMPER FI AND AMERICA'S FUND SEMPER FI & AMERICA'S FUND ERISA 403(B) PLAN | QUANTICO VA | 203 | $6.3M | $84K |
| 10 | TRADES HOLDING CO., LLC TRADES 401(K) PLAN | BLACKLICK OH | 353 | $3.5M | $83K |
