Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds New Perspective FundClass R6 in their Schedule of Assets, totaling $51.1M 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 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $30.5M |
| 2 | UNITED TALENT AGENCY LLC UNITED TALENT AGENCY LLC 401(K) PLAN | BEVERLY HILLS CA | 1,670 | $164.9M | $3.5M |
| 3 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) |
ELK GROVE VILLAGE IL |
| 358 |
| $62.9M |
| $2.5M |
| 4 | DAYTON FREIGHT LINES, INC. DAYTON FREIGHT LINES, INC. EMPLOYEE 401(K) RETIREMENT PLAN | DAYTON OH | 5,921 | $303.8M | $2.5M |
| 5 | IDEAL INDUSTRIES, INC. IDEAL INDUSTRIES, INC. 401(K) PLAN | SYCAMORE IL | 483 | $114.6M | $2.5M |
| 6 | HEALTH FIRST, INC. HEALTH FIRST FROZEN 403(B) PLAN | MELBOURNE FL | 252 | $22.6M | $1.9M |
| 7 | SPOK HOLDINGS, INC. SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN | ALEXANDRIA VA | 437 | $129.5M | $1.9M |
| 8 | INSTITUTE OF GAS TECHNOLOGY GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN | DES PLAINES IL | 299 | $102.8M | $1.6M |
| 9 | PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN | DOWNERS GROVE IL | 153 | $24.4M | $1.4M |
| 10 | THERM-X OF CALIFORNIA, INC. THERM-X OF CALIFORNIA 401(K) PROFIT SHARING PLAN | HAYWARD CA | 289 | $14.0M | $875K |
