Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds American Balanced Fund in their Schedule of Assets, totaling $4.3M 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 | THE S/L/A/M COLLABORATIVE, INC. THE S/L/A/M COLLABORATIVE, INC. INVESTMENT SAVINGS AND PROFIT SHARING PLAN | GLASTONBURY CT | 282 | $74.6M | $2.4M |
| 2 | CBSL TRANSPORTATION SERVICES INC. CBSL TRANSPORTATION SERVICES INC. 401(K) PLAN | CHICAGO IL | 225 | $13.6M | $847K |
| 3 | FINGER LAKES COMMUNITY HEALTH |
PENN YAN NY |
| 209 |
| $11.6M |
| $462K |
| 4 | AGENCYEA EA COLLECTIVE 401(K) PLAN | CHICAGO IL | 78 | $6.4M | $221K |
| 5 | DENALI STAFFING, LLC DENALI STAFFING 401(K) PLAN | NEW BERLIN WI | 132 | $11.6M | $169K |
| 6 | ORCO BLOCK & HARDSCAPE ORCO BLOCK & HARDSCAPE 401(K) AND PROFIT SHARING PLAN | STANTON CA | 106 | $21.4M | $133K |
| 7 | TELAID INDUSTRIES, INC. TELAID 401(K) PLAN | NIANTIC CT | 466 | $20.6M | $62K |
| 8 | COMMUNITY RENEWAL TEAM, INC. COMMUNITY RENEWAL TEAM, INC. 401K PLAN | HARTFORD CT | 406 | $10.7M | $23K |
