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/R in their Schedule of Assets, totaling $6.0M 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 | MARK G. ANDERSON CONSULTANTS, INC. MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN | WASHINGTON DC | 226 | $70.8M | $1.3M |
| 2 | KIKKOMAN FOODS, INC. KIKKOMAN FOODS, INC. 401(K) PLAN | WALWORTH WI | 257 | $22.1M | $1.3M |
| 3 | ADVANCED WEB TECHNOLOGIES, INC. |
MINNEAPOLIS MN |
| 542 |
| $32.2M |
| $898K |
| 4 | COMMUNITY GUIDANCE CENTER COMMUNITY GUIDANCE CENTER TAX SHELTERED ANNUITY 403(B) PLAN | INDIANA PA | 132 | $7.1M | $693K |
| 5 | NESS USA, INC. NESS USA, INC. 401(K) PLAN | CANONSBURG PA | 157 | $17.2M | $643K |
| 6 | AMERICAN LEATHER OPERATIONS, LLC SAVINGS PLAN FOR EMPLOYEES OF AMERICAN LEATHER | DALLAS TX | 1,175 | $48.2M | $593K |
| 7 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $347K |
| 8 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ | 389 | $7.7M | $56K |
| 9 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ | 390 | $6.8M | $39K |
| 10 | HEALTH RESOURCES IN ACTION, INC. HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN | BOSTON MA | 298 | $12.1M | $38K |
