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 Hi-Income Tr R6 in their Schedule of Assets, totaling $180K 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 | HIGHLAND VENTURES, LTD. HIGHLAND VENTURES, LTD. 401(K) PLAN | BRENTWOOD TN | 717 | $18.7M | $152K |
| 2 | ALLEN SAMUELS WACO DCJ, INC. ALLEN SAMUELS RETIREMENT PLAN | WACO TX | 227 | $5.1M | $16K |
| 3 | FGF, LLC FGF, LLC 401(K) PLAN | SAN ANTONIO |
| 496 |
| $3.3M |
| $12K |
