Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds New Perspective R6 Fund in their Schedule of Assets, totaling $17.2M 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 | EQUIPMENT DEPOT, INC. EQUIPMENT DEPOT DEFINED CONTRIBUTION PLAN | WACO TX | 1,699 | $155.2M | $4.6M |
| 2 | NATIONAL WILDLIFE FEDERATION NATIONAL WILDLIFE FEDERATION RETIREMENT SAVINGS PLAN | RESTON VA | 435 | $98.7M | $3.2M |
| 3 | ARMSTRONG COUNTY MEMORIAL HOSPITAL |
KITTANNING PA |
| 945 |
| $76.1M |
| $2.5M |
| 4 | CLINICA SIERRA VISTA CLINICA SIERRA VISTA RETIREMENT PLAN | BAKERSFIELD CA | 1,530 | $85.9M | $1.6M |
| 5 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN OH | 523 | $35.7M | $1.3M |
| 6 | CITIZENS STATE BANK CITIZENS STATE BANK 401(K) SAVINGS PLAN | SOMERVILLE TX | 145 | $22.3M | $1.1M |
| 7 | CENTURY HOUSING CORPORATION CENTURY HOUSING CORPORATION 403(B) PLAN TAX DEFERRED ANNUITY PLAN | CULVER CITY CA | 122 | $24.7M | $988K |
| 8 | MIDAMERICA ORTHOPAEDICS S.C. MIDAMERICA ORTHOPAEDICS, S.C. PROFIT SHARING 401(K) PLAN | MOKENA IL | 125 | $13.3M | $491K |
| 9 | SELF HELP INC SELF-HELP, INC. PENSION PLAN | BROCKTON MA | 240 | $6.5M | $395K |
| 10 | A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON OH | 135 | $32.0M | $332K |
