Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds AF new perspect R6 in their Schedule of Assets, totaling $20.4M 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 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $7.5M |
| 2 | LAYTON CONSTRUCTION COMPANY, LLC LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | SANDY UT | 1,372 | $153.7M | $3.5M |
| 3 | DRUG PLASTICS & GLASS COMPANY, INC. |
BOYERTOWN PA |
| 840 |
| $79.7M |
| $3.1M |
| 4 | GRENZEBACH CORPORATION GRENZEBACH NORTH AMERICA 401(K) PLAN | NEWNAN GA | 255 | $25.8M | $1.7M |
| 5 | DAVID YURMAN ENTERPRISES, LLC DAVID YURMAN ENTERPRISES, LLC RETIREMENT PLAN | NEW YORK NY | 1,174 | $109.9M | $1.7M |
| 6 | MONTERRA CREDIT UNION MONTERRA CREDIT UNION 401(K) PLAN | REDWOOD CITY CA | 217 | $43.6M | $527K |
| 7 | HERCULES CAPITAL, INC. HERCULES CAPITAL, INC. RETIREMENT SAVINGS PLAN | SAN MATEO CA | 102 | $32.9M | $498K |
| 8 | ISCAR METALS, INC. ISCAR METALS 401(K) PLAN | ARLINGTON TX | 368 | $69.6M | $302K |
| 9 | MGPI PROCESSING, INC. MGPI PROCESSING, INC. 401(K) & PROFIT SHARING - ATCHISON UNION | ATCHISON KS | 80 | $14.8M | $289K |
| 10 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN | MILWAUKEE WI | 1,634 | $61.9M | $266K |
