Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds Am Balanced in their Schedule of Assets, totaling $2.0M 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 | NUCAL FOODS, INC. NUCAL FOODS, INC. 401(K) PROFIT SHARING PLAN | RIPON CA | 70 | $12.9M | $1.1M |
| 2 | TRINITY GLASS INTERNATIONAL, INC. TRINITY 401K PLAN & TRUST | FEDERAL WAY WA | 227 | $10.8M | $888K |
| 3 | NO MAN'S LAND FOODS, LLC NO MAN'S LAND FOODS 401(K) PLAN |
ENID OK |
| 173 |
| $1.8M |
| $6K |
