Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds 2015 T Date R6 in their Schedule of Assets, totaling $2.4M 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 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $1.7M |
| 2 | DOUGLAS ELLIMAN LLC DOUGLAS ELLIMAN LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 594 | $45.7M | $433K |
| 3 | MAINFREIGHT USA PARTNERSHIP |
CARSON CA |
| 1,344 |
| $65.4M |
| $203K |
| 4 | FGF, LLC FGF, LLC 401(K) PLAN | SAN ANTONIO TX | 496 | $3.3M | $28K |