Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds New Perspective Fund CL R6 N/R in their Schedule of Assets, totaling $29K 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 | ALLIANCE PHARMA, INC. ALLIANCE PHARMA, INC. 401K PLAN | MALVERN PA | 144 | $5.6M | $29K |
