Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $9.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds NEW Perspective R6, American NEW Perspective R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | IBEW LOCAL NO. 143 ANNUITY PLAN IBEW LOCAL NO. 143 ANNUITY PLAN | PITTSBURGH PA | 379 | $70.9M | $3.7M |
| 2 | NATIONAL CONVENIENCE DISTRIBUTORS, LLC NATIONAL CONVENIENCE DISTRIBUTORS 401(K) RETIREMENT PLAN | FARMINGDALE NY | 993 | $39.2M | $1.6M |
| 3 | INNOPEAK TECHNOLOGY, INC. OPPO 401(K) PLAN & TRUST | PALO ALTO CA | 116 | $30.8M | $1.1M |
| 4 | LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE CO | 604 | $15.6M | $708K |
| 5 | CC PROPERTIES INVESTMENTS, LLC CC PROPERTIES INVESTMENTS, LLC 401K PLAN | TEMPE AZ | 82 | $3.8M | $470K |
| 6 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $378K |
| 7 | FOY & ASSOCIATES, PC FOY & ASSOCIATES, PC 401K PROFIT SHARING PLAN | ATLANTA GA | 152 | $10.9M | $234K |
| 8 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 | $27.6M | $211K |
| 9 | CONTOUR MORTGAGE CORPORATION CONTOUR MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | GARDEN CITY NY | 393 | $3.9M | $192K |
| 10 | JRGO LLC DBA INTEGRITY ASSESSMENT GROUP INTEGRITY ASSESSMENT GROUP 401(K) PLAN | CLARE MI | 163 | $6.1M | $177K |
