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 Fund CL R6 in their Schedule of Assets, totaling $3.2M 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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $1.8M |
| 2 | BAER'S FURNITURE COMPANY, INC. BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN | POMPANO BEACH FL | 644 | $17.7M | $940K |
| 3 | BALDWIN RICHARDSON FOODS COMPANY |
MACEDON NY |
| 665 |
| $30.6M |
| $459K |
