Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds American Funds New Perspective Fund R6 in their Schedule of Assets, totaling $34.7M 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 | THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG PA | 2,445 | $543.3M | $14.1M |
| 2 | CITRUS WORLD, INC. CITRUS WORLD, INC. 401(K) RETIREMENT PLAN | LAKE WALES FL | 642 | $83.5M | $6.5M |
| 3 | GERMANTOWN ACADEMY |
FORT WASHINGTON PA |
| 318 |
| $101.9M |
| $3.4M |
| 4 | INSTITUTE OF GAS TECHNOLOGY GTI SUPPLEMENTAL RETIREMENT ANNUITY PLAN | DES PLAINES IL | 332 | $156.0M | $2.5M |
| 5 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $2.0M |
| 6 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $1.7M |
| 7 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN | BATAVIA IL | 107 | $19.3M | $987K |
| 8 | CONNECTIFY HR, LLC CONNECTIFY HR RETIREMENT SAVINGS PLAN | CLIVE IA | 2,187 | $84.4M | $827K |
| 9 | QUANTCAST CORPORATION QUANTCAST CORPORATION 401(K) PLAN | SAN FRANCISCO CA | 205 | $44.9M | $552K |
| 10 | PENNSYLVANIA COUNSELING SERVICES, INC. PENNSYLVANIA COUNSELING SERVICES, INC. PROFIT SHARING 401(K) PLAN | LEBANON PA | 377 | $15.1M | $495K |
