Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Retirement Insurance American Funds New Perspective R6 in their Schedule of Assets, totaling $2.1M 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 | PATRICK ENGINEERING, INC. PATRICK EMPLOYEE 401(K) PLAN | LISLE IL | 289 | $40.8M | $2.1M |
| 2 | WESTHAB, INC. WESTHAB, INC. RETIREMENT PLAN | YONKERS NY | 570 | $10.7M | $25K |
