American Funds NEW Perspective R6
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $10.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
27
Reported interest (EOY)
$10.1M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding American Funds NEW Perspective R6ranked by reported interest
Unlock full list (Pro)| # | 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 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $378K |
| 6 | CC PROPERTIES INVESTMENTS, LLC CC PROPERTIES INVESTMENTS, LLC 401K PLAN | TEMPE AZ | 78 | $5.0M | $314K |
| 7 | WHALLEY COMPUTER ASSOCIATES, INC. WHALLEY COMPUTER ASSOCIATES, INC. 401(K) PLAN | SOUTHWICK MA | 216 | $35.2M | $291K |
| 8 | CWIE HOLDING COMPANY, INC. CWIE HOLDING COMPANY, INC. 401K PLAN | TEMPE AZ | 123 | $18.8M | $259K |
| 9 | FOY & ASSOCIATES, PC FOY & ASSOCIATES, PC 401K PROFIT SHARING PLAN | ATLANTA GA | 152 | $10.9M | $234K |
| 10 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 | $27.6M | $211K |
See all 27 plans holding American Funds NEW Perspective R6
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