Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds 2065 T Date R6 in their Schedule of Assets, totaling $1.9M 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 | MAINFREIGHT USA PARTNERSHIP MAINFREIGHT USA PARTNERSHIP 401(K) RETIREMENT PLAN | CARSON CA | 1,344 | $65.4M | $1.6M |
| 2 | ROADBUILDERS MACHINERY AND SUPPLY CO INC ROADBUILDERS MACHINERY AND SUPPLY CO INC 401K PROFIT SHARING PLAN | KANSAS CITY KS | 122 | $20.0M | $140K |
| 3 | DOUGLAS ELLIMAN LLC |
NEW YORK NY |
| 594 |
| $45.7M |
| $88K |
| 4 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $77K |
| 5 | FGF, LLC FGF, LLC 401(K) PLAN | SAN ANTONIO TX | 496 | $3.3M | $7K |
| 6 | RESIDENTIAL MANAGEMENT GROUP, LLC RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 209 | $37.5M | $6K |
