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 Mutual Fund in their Schedule of Assets, totaling $844K 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 | FRANCIS PARKER SCHOOL OF LOUISVILLE, INC. FRANCIS PARKER SCHOOL OF LOUISVILLE, INC. RETIREMENT PLAN | LOUISVILLE KY | 85 | $12.0M | $561K |
| 2 | ASPIDA FINANCIAL SERVICES, LLC ASPIDA FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DURHAM NC | 152 | $14.4M | $283K |
