Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Voya American Funds New Perspective Fund - in their Schedule of Assets, totaling $2.2M 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 | VRAKAS SC VRAKAS SC 401(K) PLAN | BROOKFIELD WI | 93 | $33.7M | $1.6M |
| 2 | FIVE STAR FABRICATING, INC. FIVE STAR FABRICATING, INC. 401K SAVINGS PLAN | TWIN LAKES WI | 205 | $9.2M | $187K |
| 3 | JRGO LLC DBA INTEGRITY ASSESSMENT GROUP INTEGRITY ASSESSMENT GROUP 401(K) PLAN |
CLARE MI |
| 163 |
| $6.1M |
| $177K |
| 4 | SEMPER FI AND AMERICA'S FUND SEMPER FI & AMERICA'S FUND ERISA 403(B) PLAN | QUANTICO VA | 203 | $6.3M | $79K |
| 5 | ZT MOTORS OF FORT WALTON, LP ZT MOTORS 401(K) PLAN | FORT WALTON BEACH FL | 425 | $8.1M | $47K |
| 6 | CHAMPION MANUFACTURING, INC. CHAMPION RETIREMENT SAVINGS PLAN | ELKHART IN | 69 | $2.2M | $44K |
| 7 | MERCER VALVE CO., INC. MERCER VALVE CO., INC. 401(K) PLAN | OKLAHOMA CITY OK | 201 | $5.4M | $29K |
