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 Funds in their Schedule of Assets, totaling $97K 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 | BAKER PLACES, INC. BAKER PLACES 403(B) PLAN | SAN FRANCISCO CA | 157 | $5.2M | $57K |
| 2 | NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN | NEW YORK NY | 210 | $21.6M | $30K |
| 3 | DELTA AREA ECONOMIC OPPORTUNITY CORPORATION |
SIKESTON MO |
| 385 |
| $5.2M |
| $9K |
