Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds American Balanced Fund - Class R-6 N/R in their Schedule of Assets, totaling $953K 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 | LYCOMING-CLINTON COUNTIES COMM. FOR COMMUNITY ACTION (STEP), INC. STEP, INC. 403(B) PLAN | WILLIAMSPORT PA | 297 | $15.5M | $953K |
