Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Funds New Perspective Class R6 in their Schedule of Assets, totaling $6.1M 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 | TECHMER PM, LLC TECHMER PM, LLC 401(K) PROFIT SHARING PLAN | CLINTON TN | 466 | $69.1M | $3.5M |
| 2 | GOODSILL ANDERSON QUINN & STIFEL A LIMITED LIABILITY LAW PARTNERSHIP RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL | HONOLULU HI | 93 | $50.1M | $1.1M |
| 3 | AMP ROBOTICS CORPORATION |
LOUISVILLE CO |
| 126 |
| $6.1M |
| $372K |
| 4 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $225K |
| 5 | SUMMUS GROUP LLC SUMMUS 401(K) PLAN | MUNDELEIN IL | 556 | $52.5M | $225K |
| 6 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST PLAN | MUNDELEIN IL | 556 | $52.5M | $225K |
| 7 | SUN AND SANDS ENTERPRISES, LLC SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN | LA QUINTA CA | 112 | $14.9M | $194K |
| 8 | INSTITUTE OF MANAGEMENT ACCOUNTANTS INC INSTITUTE OF MANAGEMENT ACCOUNTANTS EMPLOYEES' RETIREMENT PLAN | MONTVALE NJ | 77 | $20.5M | $135K |
| 9 | PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON KS | 148 | $6.5M | $112K |
| 10 | ROBINSON PAVING COMPANY, INC. ROBINSON PAVING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | COLUMBUS GA | 136 | $5.7M | $29K |
