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 Prspct R6 in their Schedule of Assets, totaling $839K 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 | EVANS, MECHWART, HAMBLETON & TILTON, INC. EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN | NEW ALBANY OH | 323 | $66.4M | $766K |
| 2 | GRS MANAGEMENT ASSOCIATES, INC. GRS MANAGEMENT ASSOCIATES 401(K) PLAN | LAKE WORTH FL | 211 | $2.5M | $73K |
