Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Financial American Funds New Perspective Fund in their Schedule of Assets, totaling $3.6M 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 | VAN CLEEF ENGINEERING ASSOCIATES, VAN CLEEF ENGINEERING ASSOCIATES 401(K) PROFIT | HILLSBOROUGH NJ | 230 | $53.6M | $3.6M |
| 2 | HYDRA-SPORTS CUSTOM BOATS, LLC HYDRA-SPORTS CUSTOM BOATS, LLC 401(K) PLAN | VONORE TN | 364 | $9.2M | $50K |
