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 Perspectives R6 – in their Schedule of Assets, totaling $7.0M 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 | ELLIOT HEALTH SYSTEM SOLUTIONHEALTH & ELLIOT HEALTH SYSTEM 403(B) SAVINGS PLAN | MANCHESTER NH | 5,130 | $493.7M | $7.0M |
| 2 | ELLIOT HEALTH SYSTEM SOLUTIONHEALTH & ELLIOT HEALTH SYSTEM 401(K) SAVINGS PLAN | MANCHESTER NH | 184 | $9.2M | $28K |
