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 New World R3 in their Schedule of Assets, totaling $287K 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 | CONGRESS ASSOCIATES, INC. CONGRESS ASSOCIATES, INC. PROFIT SHARING PLAN | PASADENA CA | 0 | $20.9M | $177K |
| 2 | HAVEN SAVINGS BANK HAVEN SAVINGS BANK 401K PLAN | HOBOKEN NJ | 101 | $25.1M | $81K |
| 3 | GOOD HOPE INTERNATIONAL PLANET FIRST 401(K) PLAN |
ANAHEIM CA |
| 764 |
| $9.0M |
| $29K |
