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 American Balanced Fund in their Schedule of Assets, totaling $1.3M 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 | PIERCEY MANAGEMENT SERVICES, INC PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST | IRVINE CA | 232 | $7.5M | $1.0M |
| 2 | THE ARC OF CUMBERLAND AND PERRY COUNTIES RETIREMENT PROGRAM FOR THE EMPLOYEES OF THE ARC OF CUMBERLAND AND PERRY COUNTIES | CARLISLE PA | 168 | $8.8M | $180K |
| 3 | HPM AUTO GROUP |
IRVINE CA |
| 265 |
| $8.3M |
| $112K |
