Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds Am Balanced R6 - in their Schedule of Assets, totaling $8.7M 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 | PRAB, INC. PRAB, INC. SALARIED EMPLOYEES PROFIT SHARING PLAN | KALAMAZOO MI | 197 | $31.8M | $1.5M |
| 2 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $1.5M |
| 3 | SMS INFOCOMM CORPORATION WISTRON 401(K) PLAN |
| 1,048 |
| $37.2M |
| $1.4M |
| 4 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $1.2M |
| 5 | AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC. AMERICAN CONTRACTING & ENVIRONMENTAL SERVICES, INC 401K PROFIT SHARING PLAN | MARRIOTTSVILLE MD | 237 | $18.1M | $486K |
| 6 | ROADBUILDERS MACHINERY AND SUPPLY CO INC ROADBUILDERS MACHINERY AND SUPPLY CO INC 401K PROFIT SHARING PLAN | KANSAS CITY KS | 122 | $20.0M | $421K |
| 7 | TEXAS EXCAVATION SAFETY SYSTEM INC. TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN | RICHARDSON TX | 259 | $10.3M | $405K |
| 8 | FORTEC MEDICAL, INC. FORTEC MEDICAL, INC. 401(K) PROFIT SHARING | HUDSON OH | 567 | $38.9M | $389K |
| 9 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $320K |
| 10 | DELMARVA COMMUNITY SERVICES, INC. DELMARVA COMMUNITY SERVICES, INC. 401(K) PLAN | CAMBRIDGE MD | 236 | $3.7M | $204K |
