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 R6 Mutual fund - in their Schedule of Assets, totaling $1.8M 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 | HEALTHREACH COMMUNITY HEALTH CENTERS HEALTHREACH COMMUNITY HEALTH CENTERS 403(B) RETIREMENT PLAN | WATERVILLE ME | 276 | $21.2M | $1.7M |
| 2 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $59K |
| 3 | TRI-COUNTY MEMORIAL HOSPITAL, INC. TRI-COUNTY MEMORIAL HOSPITAL, INC. TAX DEFERRED SAVINGS PLAN |
WHITEHALL WI |
| 240 |
| $11.2M |
| $53K |
