Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds Nw Prspctv R6 in their Schedule of Assets, totaling $5.4M 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 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $1.1M |
| 2 | FIRST COMMERCE CREDIT UNION FIRST COMMERCE CREDIT UNION PROFIT SHARING 401(K) | TALLAHASSEE FL | 147 | $17.5M | $865K |
| 3 | STRATEGIC MANAGEMENT SOLUTIONS, LLC STRATEGIC MANAGEMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 296 |
| $25.5M |
| $782K |
| 4 | ADAMS RESOURCES AND ENERGY, INC. ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN | HOUSTON TX | 626 | $33.0M | $544K |
| 5 | VARIANTYX, INC. VARIANTYX, INC. 401(K) PROFIT SHARING PLAN | FRAMINGHAM MA | 159 | $4.2M | $370K |
| 6 | STACK INFRASTRUCTURE INC. STACK INFRASTRUCTURE INC 401(K) PLAN | DENVER CO | 466 | $21.9M | $353K |
| 7 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $332K |
| 8 | HONDA OF SAN MARCOS HONDA OF SAN MARCOS 401(K) PLAN | SAN MARCOS TX | 93 | $7.6M | $298K |
| 9 | BEST LIGHTING PRODUCTS, INC. BEST LIGHTING PRODUCTS, INC. 401(K) PLAN | PATASKALA OH | 157 | $8.0M | $199K |
| 10 | NE CONSTRUCTION LLP NE CONSTRUCTION LLP 401(K) PROFIT SHARING PLAN & TRUST | LEWISVILLE TX | 293 | $10.2M | $140K |
