Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds New Perspective R6 (i) in their Schedule of Assets, totaling $1.0M 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 | DISA GLOBAL SOLUTIONS, INC. DISA GLOBAL SOLUTIONS 401(K) PLAN | HOUSTON TX | 1,182 | $50.5M | $1.0M |
