Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Companies American Funds Am Balanced R6 in their Schedule of Assets, totaling $1.4M 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 | EARL W. COLVARD, INC. EARL W. COLVARD, INC. SAVINGS PLAN | DELAND FL | 491 | $23.2M | $1.3M |
| 2 | CHARLES PERRY PARTNERS, INC. CHARLES PERRY PARTNERS, INC. 401(K) PLAN | GAINESVILLE FL | 193 | $21.8M | $119K |
