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 Fdmntl Inv R6 in their Schedule of Assets, totaling $998K 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 | CGSR, INC. DBA MEADOWBROOK HEALTHCARE MEADOWBROOK NURSING HOME 401(K) PLAN | PLATTSBURGH NY | 162 | $14.6M | $562K |
| 2 | INNOVATIVE MANAGEMENT & TECHNOLOGY APPROACHES, INC. IMTAS 401(K) PLAN | RESTON VA | 102 | $5.2M | $238K |
| 3 | IN MOCEAN GROUP, LLC IN MOCEAN GROUP, LLC 401(K) PLAN |
NEW YORK NY |
| 164 |
| $19.1M |
| $199K |