Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds New Perspective R6 - in their Schedule of Assets, totaling $7.1M 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 | $3.1M |
| 2 | ELECTRONIC WAVEFORM LAB, INC. ELECTRONIC WAVEFORM LAB, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 170 | $26.5M | $1.0M |
| 3 | SIGMA ENGINEERS & CONSTRUCTORS, L.L.C. |
BATON ROUGE LA |
| 230 |
| $30.7M |
| $997K |
| 4 | V & V SUPREMO FOODS, INC. V & V SUPREMO FOODS, INC. 401(K) PLAN | CHICAGO IL | 262 | $20.4M | $684K |
| 5 | NORMAN W. FRIES, INC. CLAXTON CLAXTON POULTRY FARMS EMPLOYEES' SAVING PLAN | CLAXTON GA | 2,924 | $20.4M | $488K |
| 6 | WILLIAM WALLACE ENTERPRISES, INC. WALLACE AUTOMOTIVE GROUP 401(K) PLAN | STUART FL | 394 | $12.0M | $271K |
| 7 | LAUTERBACH & AMEN, LLP LAUTERBACH & AMEN, LLP 401(K) PLAN | NAPERVILLE IL | 193 | $15.8M | $223K |
| 8 | UTG, INC. UTG, INC. 401(K) PLAN | STANFORD KY | 81 | $6.8M | $143K |
| 9 | NATIONAL ABLE NETWORK INC. NATIONAL ABLE NETWORK INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | CHICAGO IL | 87 | $5.7M | $112K |