Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Co American Funds Am Balanced R6 in their Schedule of Assets, totaling $4.0M 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 | JERSEY MIKES FRANCHISE SYSTEMS LLC JERSEY MIKE'S 401(K) PROFIT SHARING PLAN | MANASQUAN NJ | 400 | $39.1M | $3.8M |
| 2 | COMPOSECURE, LLC COMPOSECURE, LLC 401(K) PROFIT SHARING PLAN | SOMERSET NJ | 1,028 | $48.1M | $169K |
| 3 | FORA FINANCIAL LLC FORA FINANCIAL LLC 401(K) PLAN |
NEW YORK NY |
| 137 |
| $6.8M |
| $7K |
