Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds New Perspective Fund - Class R-6 in their Schedule of Assets, totaling $1.0M 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 | MP2 ENERGY LLC MP2 ENERGY LLC 401(K) PLAN | HOUSTON TX | 231 | $18.8M | $704K |
| 2 | ADELMAN TRAVEL SYSTEMS, INC. ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 166 | $13.5M | $276K |
| 3 | MOMO HOLDINGS LLC MOMO HOLDINGS LLC 401(K) PLAN |
NEW YORK NY |
| 303 |
| $4.3M |
| $64K |
