Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds Wash Mutual R3 in their Schedule of Assets, totaling $156K 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 | LEVERING MANAGEMENT INC. LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN | MT VERNON OH | 136 | $4.4M | $156K |
