Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding American Funds New Perspective Fund® Class R-6 " in their Schedule of Assets, totaling $46.2M 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 | V2X, INC. V2X 401K RETIREMENT PLAN | MADISON MS | 13,781 | $644.4M | $4.6M |
| 2 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $4.3M |
| 3 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN |
NEW ORLEANS LA |
| 124 |
| $47.4M |
| $3.8M |
| 4 | PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA CA | 376 | $36.2M | $2.9M |
| 5 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $2.7M |
| 6 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $2.5M |
| 7 | AUDUBON ENGINEERING COMPANY, L.L.C. AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST | METAIRIE LA | 1,252 | $111.3M | $2.1M |
| 8 | SCHRODINGER, INC. SCHRODINGER, INC. 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 652 | $134.5M | $1.6M |
| 9 | MOLDEX METRIC, INC. MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN | CULVER CITY CA | 217 | $34.0M | $1.4M |
| 10 | SCHNEIDER PACKAGING EQUIPMENT SCHNEIDER PACKAGING EQUIPMENT 401(K) PROFIT SHARING PLAN & TRUST | BREWERTON NY | 219 | $23.8M | $1.4M |
