Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New Perspective Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $123.3M 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 | KLA CORPORATION KLA 401(K) PLAN | MILPITAS CA | 7,680 | $2.1B | $97.6M |
| 2 | ZEBRA TECHNOLOGIES CORPORATION ZEBRA 401(K) PLAN | LINCOLNSHIRE IL | 4,375 | $1.1B | $17.7M |
| 3 | BRITISH AIRWAYS PLC BRITISH AIRWAYS SAVINGS PLAN | NEW YORK NY |
| 1,196 |
| $232.5M |
| $7.1M |
| 4 | TARSUS PHARMACEUTICALS, INC. TARSUS PHARMACEUTICALS RETIREMENT PLAN | IRVINE CA | 323 | $24.9M | $221K |
| 5 | SAVVEE CONSULTING INC SAVVEE CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | CHANTILLY VA | 120 | $15.0M | $198K |
| 6 | ARIA GROUP ARCHITECTS, INC. ARIA GROUP ARCHITECTS, INC. RETIREMENT PLAN | OAK PARK IL | 133 | $17.9M | $183K |
| 7 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS TX | 192 | $6.6M | $176K |
| 8 | PRESTON PIPELINES INC. DBA PRESTON COMPANIES PRESTON PIPELINES, INC. PROFIT SHARING PLAN | MILPITAS CA | 152 | $24.9M | $109K |
| 9 | TZ MEDICAL INC TZ MEDICAL INC 401(K) PROFIT SHARING PLAN & TRUST | TUALATIN OR | 97 | $5.4M | $46K |
| 10 | NOO-KAYET DEVELOPMENT CORPORATION NOO-KAYET DEVELOPMENT CORPORATION 401(K) PLAN | KINGSTON WA | 319 | $6.3M | $20K |
