Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds New Perspective R6 (1) in their Schedule of Assets, totaling $1.9M 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 | M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON PA | 642 | $58.1M | $1.0M |
| 2 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $623K |
| 3 | ERIGO, INC. / NORTHKEY COMMUNITY CARE ERIGO 401(K) PLAN |
FT. MITCHELL KY |
| 474 |
| $14.7M |
| $137K |
| 4 | CHANNING HOUSE CHANNING HOUSE 403(B) PLAN | PALO ALTO CA | 180 | $7.0M | $80K |
| 5 | ASHLING PARTNERS LLC ASHLING PARTNERS LLC 401(K) PLAN | CHICAGO IL | 139 | $7.2M | $36K |
| 6 | PROTECTION STRATEGIES, INC. PROTECTION STRATEGIES, INC. 401(K) PLAN | KNOXVILLE TN | 302 | $6.2M | $34K |
