Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 394 U.S. retirement plans report holding AMER FUNDS NEW PERSP R6 in their Schedule of Assets, totaling $260.0M 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 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $28.5M |
| 2 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $18.6M |
| 3 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN |
SIMI VALLEY CA |
| 1,297 |
| $259.8M |
| $10.1M |
| 4 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $9.4M |
| 5 | RICELAND FOODS, INC. RICELAND FOODS, INC. 401(K) RETIREMENT PLAN | STUTTGART AR | 1,357 | $74.4M | $9.4M |
| 6 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $8.8M |
| 7 | HANMI BANK HANMI BANK PROFIT SHARING & 401(K) SAVINGS PLAN | LOS ANGELES CA | 547 | $143.9M | $8.7M |
| 8 | FINDLAY MANAGEMENT GROUP FINDLAY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON NV | 2,516 | $77.4M | $5.6M |
| 9 | NEWBURY COMICS, INC. NEWBURY COMICS EMPLOYEE BENEFIT TRUST | BRIGHTON MA | 191 | $29.6M | $4.9M |
| 10 | FIRST NEBRASKA BANCS, INC. FIRST NEBRASKA BANCS, INC. 401(K) PLAN | SIDNEY NE | 150 | $17.1M | $4.6M |
