Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding AMER FUNDS NEW PERSP R6 in their Schedule of Assets, totaling $9.7M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $1.9M |
| 2 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $1.9M |
| 3 | EPIMED INTERNATIONAL, INC. |
JOHNSTOWN NY |
| 110 |
| $12.9M |
| $949K |
| 4 | COMMUNITY RESIDENCES, INC. COMMUNITY RESIDENCES, INC. RETIREMENT AND 401(K) PLAN | NEWINGTON CT | 589 | $10.2M | $869K |
| 5 | MWGH LLC THE METALWORKING GROUP 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 100 | $15.1M | $621K |
| 6 | ISAAC HEATING & AIR CONDITIONING ISAAC HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ROCHESTER NY | 512 | $28.5M | $607K |
| 7 | ALLIED DENTAL PRACTICES OF NJ PROSMILE RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 830 | $13.2M | $329K |
| 8 | BERLIN ROSEN LTD. BERLIN ROSEN LTD. 401K P/S PLAN | NEW YORK NY | 393 | $21.0M | $292K |
| 9 | MARLETTE FUNDING, LLC MARLETTE FUNDING, LLC 401(K) PLAN | WILMINGTON DE | 571 | $40.6M | $253K |
| 10 | DIALPAD INC. DIALPAD 401(K) PLAN | SAN RAMON CA | 516 | $28.9M | $247K |
