Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds New Perspective Fund Class R6 N/R in their Schedule of Assets, totaling $3.1M 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 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $2.2M |
| 2 | CALLMINER, INC. CALLMINER, INC. 401(K) PLAN | WALTHAM MA | 225 | $22.8M | $407K |
| 3 | SALSIFY, INC SALSIFY, INC. 401(K) PLAN | BOSTON MA |
| 273 |
| $37.5M |
| $265K |
| 4 | BIO-BOTANICA INC BIO-BOTANICA INC 401(K) PROFIT SHARING PLAN AND TRUST | HAUPPAUGE NY | 203 | $15.3M | $221K |
