Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New Perspective R6 Fund N/R in their Schedule of Assets, totaling $1.5M 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 | SQUARESPACE, INC. SQUARESPACE, INC. 401(K) PLAN | NEW YORK NY | 1,365 | $187.2M | $943K |
| 2 | SELF HELP, INC. SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN | BROCKTON MA | 238 | $6.9M | $322K |
| 3 | SUNBURY MOTOR COMPANY SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLAN |
SUNBURY PA |
| 141 |
| $12.8M |
| $272K |
