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 Company American Funds Am Balanced R3 - in their Schedule of Assets, totaling $174K 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 | VILLA ENTERPRISES MANAGEMENT LTD., INC. VILLA ENTERPRISES MANAGEMENT LTD., INC. 401(K) PLAN | MORRISTOWN NJ | 122 | $3.5M | $128K |
| 2 | LEVERING MANAGEMENT INC. LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN | MT VERNON OH | 136 | $4.4M | $46K |
