Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective Fund CL R6 Mutual fund in their Schedule of Assets, totaling $3.7M 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 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 | $40.5M | $2.7M |
| 2 | SOUTH FLORIDA PBS, INC SOUTH FLORIDA PBS, INC. RETIREMENT PLAN | BOYNTON BEACH FL | 15 | $14.4M | $1.0M |
