Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AF NEW PERSPECT R6 N/R in their Schedule of Assets, totaling $371K 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 | SYNOPTEK, LLC SYNOPTEK, LLC 401(K) & PROFIT SHARING PLAN | IRVINE CA | 401 | $34.2M | $265K |
| 2 | CORETEK, LLC CORETEK, LLC 401(K) PLAN | FARMINGTON HILLS MI | 154 | $11.3M | $106K |
