Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American Funds New Perspective Fund® Class R-6 Mutual Fund - in their Schedule of Assets, totaling $120.9M 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 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS EMPLOYEES' RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 5,637 | $2.1B | $55.3M |
| 2 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $16.6M |
| 3 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT |
TALLMADGE OH |
| 1,851 |
| $250.1M |
| $14.4M |
| 4 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $5.9M |
| 5 | MULTI-COLOR CORPORATION MULTI-COLOR 401(K) SAVINGS PLAN | BATAVIA OH | 4,946 | $466.7M | $5.3M |
| 6 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $4.5M |
| 7 | GENERAL INSULATION COMPANY, INC. GENERAL INSULATION COMPANY 401(K) PROFIT SHARING PLAN | ROCKLAND MA | 379 | $23.6M | $2.0M |
| 8 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $1.5M |
| 9 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $1.3M |
| 10 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $982K |
