Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds AF NEW PERSPECT R6 (1) in their Schedule of Assets, totaling $2.4M 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 | MECHANICAL CONTRACTORS, LLC MECHANICAL CONTRACTORS, LLC 401(K) PLAN | CHARLOTTE NC | 213 | $21.8M | $2.4M |
