Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Newprsp R6 Fnd in their Schedule of Assets, totaling $1.5M 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 | VALLUZZO COMPANIES, LLC VALLUZZO COMPANIES, LLC 401(K) RETIREMENT PLAN | BATON ROUGE LA | 1,123 | $23.3M | $549K |
| 2 | HERSON'S, INC HERSON'S, INC 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 154 | $15.0M | $240K |
| 3 | MUNCHKIN, INC. MUNCHKIN, INC. 401(K) PLAN |
VAN NUYS CA |
| 188 |
| $21.3M |
| $229K |
| 4 | ALLIANCE FOR MULTISPECIALTY RESEARCH, LLC ALLIANCE FOR MULTISPECIALTY RESEARCH RETIREMENT PLAN | KNOXVILLE TN | 350 | $18.3M | $165K |
| 5 | HEWSON & VAN HELLEMONT, P.C. HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN | SOUTHFIELD MI | 94 | $14.2M | $149K |
| 6 | BIXAL SOLUTIONS INC. BIXAL SOLUTIONS INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 245 | $17.2M | $100K |
| 7 | ICI SERVICES CORPORATION ICI SERVICES RETIREMENT SAVINGS PLAN | VIRGINIA BCH VA | 171 | $20.5M | $55K |
| 8 | STRATEGIC TECHNOLOGY INSTITUTE, INC. STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN | ROCKVILLE MD | 771 | $12.2M | $42K |
