Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company American Funds New Perspective Fund in their Schedule of Assets, totaling $5.1M 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 | THE S/L/A/M COLLABORATIVE, INC. THE S/L/A/M COLLABORATIVE, INC. INVESTMENT SAVINGS AND PROFIT SHARING PLAN | GLASTONBURY CT | 282 | $74.6M | $3.1M |
| 2 | DEDICATED COMPUTING LLC DEDICATED COMPUTING 401(K) SAVINGS PLAN | WAUKESHA WI | 149 | $19.3M | $568K |
| 3 | COMMUNITY RENEWAL TEAM, INC. |
HARTFORD CT |
| 406 |
| $10.7M |
| $383K |
| 4 | DENALI STAFFING, LLC DENALI STAFFING 401(K) PLAN | NEW BERLIN WI | 132 | $11.6M | $232K |
| 5 | ALLEGIANT PARTNERS, INC. TOKYO CENTURY (USA) INC. 401(K) RETIREMENT SAVINGS PLAN | BEND OR | 224 | $13.1M | $231K |
| 6 | FINGER LAKES COMMUNITY HEALTH FINGER LAKES COMMUNITY HEALTH 401(K) PROFIT SHARING PLAN | PENN YAN NY | 209 | $11.6M | $202K |
| 7 | HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSI CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | ORANGE PARK FL | 114 | $19.0M | $198K |
| 8 | CBSL TRANSPORTATION SERVICES INC. CBSL TRANSPORTATION SERVICES INC. 401(K) PLAN | CHICAGO IL | 225 | $13.6M | $114K |
| 9 | AGENCYEA EA COLLECTIVE 401(K) PLAN | CHICAGO IL | 78 | $6.4M | $87K |
