Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Funds New Perspective Fund® Class R-6 in their Schedule of Assets, totaling $25.8M 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 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $5.0M |
| 2 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $4.7M |
| 3 | MOSELEY ARCHITECTS, P.C. MOSELEY ARCHITECTS, P.C. 401(K) PLAN |
RICHMOND VA |
| 337 |
| $76.5M |
| $3.3M |
| 4 | F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY OH | 1,776 | $79.5M | $3.0M |
| 5 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $2.3M |
| 6 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $1.7M |
| 7 | UNIVERSAL PHOTONICS INC UNIVERSAL PHOTONICS INC 401(K) PROFIT SHARING PLAN & TRUST | CENTRAL ISLIP NY | 119 | $18.5M | $1.1M |
| 8 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $658K |
| 9 | DAVIS DEFENSE GROUP, INC. DAVIS DEFENSE GROUP, INC. 401(K) | STAFFORD VA | 280 | $20.7M | $502K |
| 10 | P&A ADMINISTRATIVE SERVICES, INC. P&A ADMINISTRATIVE SERVICES, INC. 401(K) PLAN | WILLIAMSVILLE NY | 223 | $9.4M | $437K |
