Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds Wash mutual R6 in their Schedule of Assets, totaling $5.6M 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 | HIGHLAND VENTURES, LTD. HIGHLAND VENTURES, LTD. 401(K) PLAN | BRENTWOOD TN | 717 | $18.7M | $2.9M |
| 2 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $1.5M |
| 3 | SMS INFOCOMM CORPORATION WISTRON 401(K) PLAN |
| 1,048 |
| $37.2M |
| $855K |
| 4 | TTS WORLDWIDE, LLC TTS WORLDWIDE, LLC 401(K) PLAN | WESTBURY NY | 161 | $6.5M | $134K |
| 5 | MNET FINANCIAL, LLC MNET FINANCIAL, LLC, PROFIT SHARING PLAN | ALISO VIEJO CA | 179 | $6.2M | $129K |
| 6 | CALIFORNIA EYE SPECIALISTS MEDICAL GROUP, INC. CALIFORNIA EYE SPECIALISTS 401(K) PROFIT SHARING PLAN AND TRUST | CHINO CA | 395 | $2.4M | $38K |
