Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Am Fds New Persp R6 Fund 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 | CONSUMERS CREDIT UNION CONSUMERS CREDIT UNION 401(K) SAVINGS PLAN | KALAMAZOO MI | 424 | $50.2M | $1.6M |
| 2 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $822K |
