Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American New Perspective R6 in their Schedule of Assets, totaling $22.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN | SPRINGFIELD MO | 793 | $82.3M | $4.5M |
| 2 | AKRF, INC. AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN | NEW YORK NY | 395 | $101.6M | $4.3M |
| 3 | THE BEACON MUTUAL INSURANCE COMPANY BEACON MUTUAL INSURANCE COMPANY 401(K) PLAN |
WARWICK RI |
| 155 |
| $108.4M |
| $3.3M |
| 4 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $3.2M |
| 5 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $2.3M |
| 6 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $1.7M |
| 7 | NATIONAL RESILIENCE, INC. NATIONAL RESILIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 1,445 | $118.6M | $1.0M |
| 8 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $619K |
| 9 | THE SEEING EYE, INC. THE SEEING EYE, INC. MATCHED SAVINGS PLAN | MORRISTOWN NJ | 183 | $26.1M | $443K |
| 10 | EQUITRUST LIFE INSURANCE COMPANY EQUITRUST LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | CHICAGO IL | 490 | $34.9M | $408K |
