Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Fd New Perspective R6 in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANHATTAN UNIVERSITY MANHATTAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | RIVERDALE NY | 377 | $291.1M | $2.8M |
| 2 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $2.0M |
| 3 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL |
PHILADELPHIA PA |
| 293 |
| $79.1M |
| $1.4M |
| 4 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $1.0M |
| 5 | FRANCIS PARKER SCHOOL FRANCIS PARKER SCHOOL 403(B) PLAN | SAN DIEGO CA | 282 | $54.0M | $373K |
| 6 | SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 94 | $16.6M | $336K |
| 7 | UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION, INC. UNIVERSITY OF VERMONT FOUNDATION 403(B) PLAN | BURLINGTON VT | 76 | $16.7M | $260K |
| 8 | THE LEFFELL SCHOOL THE LEFFELL SCHOOL RETIREMENT PLAN | HARTSDALE NY | 225 | $42.9M | $207K |
| 9 | FOXCROFT ACADEMY FOXCROFT ACADEMY 403(B) DC AND TDA PLAN | DOVER-FOXCROFT ME | 74 | $5.1M | $188K |
| 10 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $128K |
