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 Registered Investment Company in their Schedule of Assets, totaling $41.5M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $25.6M |
| 2 | RADIATE HOLDCO, LLC RADIATE HOLDCO, LLC RETIREMENT SAVINGS PLAN | PRINCETON NJ | 2,817 | $317.0M | $9.6M |
| 3 | LEGACY HEALTH LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN |
PORTLAND OR |
| 10,847 |
| $817.2M |
| $6.3M |
