Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Voya American Funds New Perspective-R6 in their Schedule of Assets, totaling $4.8M 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 | RRM DESIGN GROUP RRM DESIGN GROUP RETIREMENT PLAN | SAN LUIS OBISPO CA | 181 | $27.0M | $912K |
| 2 | POLY VINYL COMPANY, INC. POLY VINYL CO. , INC. 401K AND PROFIT SHARING PLAN | SHEBOYGAN FALLS WI | 182 | $11.3M | $803K |
| 3 | OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN |
TOWNSHEND VT |
| 231 |
| $26.2M |
| $578K |
| 4 | IMAGINEERING ENTERPRISES, INC. IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN | SOUTH BEND IN | 179 | $9.2M | $410K |
| 5 | J. GOLDMAN & CO., L.P. J. GOLDMAN & CO., L.P. PROFIT SHARING PLAN | NEW YORK NY | 105 | $52.1M | $367K |
| 6 | QUALITY CONSTRUCTION & PRODUCTION, LLC QUALITY COMPANIES 401K PLAN | YOUNGSVILLE LA | 617 | $7.3M | $303K |
| 7 | AFC SPECIALTY COATINGS GROUP, INC. AFC MATERIALS GROUP 401(K) PROFIT SHARING PLAN AND TRUST | LAKE IN THE HILLS IL | 114 | $7.9M | $295K |
| 8 | SPANISH BROADCASTING SYSTEMS, INC. SPANISH BROADCASTING SYSTEMS 401(K) PLAN | MIAMI FL | 397 | $10.6M | $242K |
| 9 | NANSHAN AMERICA AAT, LLC NANSHAN AMERICA AAT RETIREMENT PLAN | LAFAYETTE IN | 116 | $9.1M | $210K |
| 10 | NANOSTONE WATER, INC. NANOSTONE WATER, INC. 401(K) PLAN | OCEANSIDE CA | 114 | $7.4M | $185K |
