Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New Persepective R6 Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | ROCKY MOUNTAIN HARDWARE, INC. ROCKY MOUNTAIN HARDWARE, INC. 401(K) PLAN | HAILEY ID | 151 | $25.7M | $1.1M |
