Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds Nw Prspctv R6 - in their Schedule of Assets, totaling $7.6M 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 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $2.6M |
| 2 | SMS INFOCOMM CORPORATION WISTRON 401(K) PLAN | GRAPEVINE TX | 1,048 | $37.2M | $1.1M |
| 3 | ECCO SELECT CORP. ECCO SELECT 401(K) PLAN | KANSAS CITY MO |
| 197 |
| $16.7M |
| $1.1M |
| 4 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $701K |
| 5 | TEXAS EXCAVATION SAFETY SYSTEM INC. TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN | RICHARDSON TX | 259 | $10.3M | $553K |
| 6 | TEACHING STRATEGIES, LLC TEACHING STRATEGIES, LLC PROFIT SHARING PLAN | WASHINGTON DC | 411 | $40.5M | $413K |
| 7 | WOODY ANDERSON FORD WOODY ANDERSON FORD 401(K) PLAN | HUNTSVILLE AL | 141 | $8.9M | $341K |
| 8 | BWD MILE DEVELOPMENT LLC THE BEECHWOOD ORGANIZATION 401(K) PLAN | JERICHO NY | 173 | $10.8M | $257K |
| 9 | LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES LEGACY INDUSTRIES, INC. 401(K) PLAN AND TRUST | AUBURN HILLS MI | 320 | $7.7M | $181K |
| 10 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | LITTLETON CO | 271 | $50.7M | $85K |
