Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Perspective Class R-6 in their Schedule of Assets, totaling $6.4M 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 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $4.6M |
| 2 | I.A.T.S.E. LOCAL NO. 6 I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN | LANSING MI | 721 | $22.0M | $1.7M |
| 3 | ZAXBY'S FRANCHISING LLC |
ATHENS GA |
| 4,894 |
| $22.5M |
| $70K |
