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 Growth Fund R6 in their Schedule of Assets, totaling $12.6M 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 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $6.1M |
| 2 | FIRST SOUTHERN BANCORP INC FIRST SOUTHERN BANCORP INC 401K PLAN | STANFORD KY | 240 | $43.1M | $6.0M |
| 3 | UTG, INC. UTG, INC. 401(K) PLAN |
STANFORD KY |
| 81 |
| $6.8M |
| $543K |
