Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds New Perspective R6 N/A in their Schedule of Assets, totaling $17.3M 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 | STRECK, LLC STRECK LLC RETIREMENT PLAN | LA VISTA NE | 428 | $71.4M | $9.8M |
| 2 | GREENLEAF NURSERY CO. GREENLEAF NURSERY CO. 401(K) PROFIT SHARING PLAN | PARK HILL OK | 812 | $35.9M | $2.5M |
| 3 | ERP ANALYSTS, INC. ERP ANALYSTS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
DUBLIN OH |
| 416 |
| $31.2M |
| $1.4M |
| 4 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $1.3M |
| 5 | THUNDER BAY COMMUNITY HEALTH SERVICE, INC. THUNDER BAY COMMUNITY HEALTH SERVICE 401(K) PLAN | ALPENA MI | 206 | $13.4M | $676K |
| 6 | VANGUARD NATIONAL TRAILER CORPORATION VANGUARD NATIONAL TRAILER, INC. 401(K) SAVINGS PLAN | MONON IN | 588 | $15.7M | $516K |
| 7 | IDA COUNTY, IOWA COMMUNITY HOSPITAL DBA HORN MEMORIAL HOSPITAL HORN MEMORIAL HOSPITAL 401(K) PLAN | IDA GROVE IA | 196 | $14.7M | $340K |
| 8 | COBALT CREDIT UNION COBALT CREDIT UNION 401(K) PLAN | PAPILLION NE | 262 | $19.6M | $282K |
| 9 | MOVEON.ORG MOVEON.ORG CIVIC ACTION 401(K) PROFIT SHARING AND TRUST | BEAVERTON OR | 72 | $9.5M | $266K |
| 10 | WRIGHT OF WEXFORD, INC. DBA WRIGHT AUTOMOTIVE GROUP WRIGHT AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | WEXFORD PA | 174 | $7.4M | $164K |
