Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds New Perspective R6 Directed in their Schedule of Assets, totaling $2.6M 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 | CAPITAL DISTRICT PHYSICIANS HEALTH PLAN, INC. CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN | LATHAM NY | 1,320 | $267.2M | $2.6M |
| 2 | PRACTICE SUPPORT SERVICES, LLC PRACTICE SUPPORT SERVICES, LLC 401(K) PROFIT SHARING PLAN | LATHAM NY | 171 | $7.5M | $24K |
