Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Amerfds New Perspective R6 in their Schedule of Assets, totaling $2.9M 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 | OURISMAN CHEVROLET CO. INC. OURISMAN COMPANIES 401K PLAN | MARLOW HEIGHTS MD | 741 | $27.0M | $1.6M |
| 2 | NOVAMATIQ INC. GUIDE ENGINEERING 401K PLAN | FORT WAYNE IN | 164 | $6.7M | $835K |
| 3 | HAWAII PACIFIC FOUNDATION HAWAII PACIFIC FOUNDATION 401(K) PLAN |
MANASSAS VA |
| 448 |
| $24.3M |
| $238K |
| 4 | ABILITY CONNECTION COLORADO ABILITY CONNECTION COLORADO 403B PLAN | DENVER CO | 166 | $2.9M | $197K |
| 5 | STAFF FORCE, INC. STAFF FORCE, INC. 401(K) RETIREMENT PLAN | KATY TX | 142 | $3.3M | $46K |