Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds New perspective R6 in their Schedule of Assets, totaling $29.1M 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 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $6.4M |
| 2 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,698 | $581.1M | $5.8M |
| 3 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN |
YORK PA |
| 3,709 |
| $197.2M |
| $4.1M |
| 4 | MELTON MACHINE & CONTROL COMPANY MELTON MACHINE & CONTROL COMPANY 401(K) PLAN | WASHINGTON MO | 117 | $68.6M | $4.1M |
| 5 | AMERICAN KENDA RUBBER INDUSTRIAL CO., LTD. KENDA GROUP COMPANY 401(K) RETIREMENT PLAN | REYNOLDSBURG OH | 502 | $19.9M | $1.9M |
| 6 | PUBLICATION PRINTERS CORPORATION PUBLICATION PRINTERS CORPORATION 401(K) PLAN | DENVER CO | 402 | $15.5M | $1.6M |
| 7 | RICHARDS MANUFACTURING CO. RICHARDS MANUFACTURING 401(K) PLAN | IRVINGTON NJ | 326 | $65.1M | $1.1M |
| 8 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN | CHICAGO IL | 138 | $20.9M | $889K |
| 9 | SEMIFREDDI'S BAKERY SEMIFREDDI'S, INC. 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 101 | $8.7M | $489K |
| 10 | GREATER CLEVELAND PARTNERSHIP GREATER CLEVELAND PARTNERSHIP 401(K) PLAN | CLEVELAND OH | 80 | $18.9M | $467K |
