Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya American Funds American Balanced Fund in their Schedule of Assets, totaling $6.1M 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 | VRAKAS SC VRAKAS SC 401(K) PLAN | BROOKFIELD WI | 93 | $33.7M | $3.2M |
| 2 | NAVIA BENEFIT SOLUTIONS NAVIA BENEFIT SOLUTIONS 401(K) PLAN | RENTON WA | 476 | $37.5M | $800K |
| 3 | FIVE STAR FABRICATING, INC. FIVE STAR FABRICATING, INC. 401K SAVINGS PLAN |
TWIN LAKES WI |
| 205 |
| $9.2M |
| $749K |
| 4 | EMPYREAN BENEFIT SOLUTIONS, INC. EMPYREAN BENEFIT SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 872 | $65.1M | $708K |
| 5 | BLIFFERT LUMBER & FUEL COMPANY INC. BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN | OAK CREEK WI | 378 | $22.4M | $530K |
| 6 | MERCER VALVE CO., INC. MERCER VALVE CO., INC. 401(K) PLAN | OKLAHOMA CITY OK | 201 | $5.4M | $151K |
