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 Class R6 Mutual fund N/A in their Schedule of Assets, totaling $31.4M 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 | WHOLE FOODS MARKET, INC. WHOLE FOODS MARKET GROWING YOUR FUTURE 401(K) PLAN | AUSTIN TX | 95,856 | $2.4B | $27.1M |
| 2 | THE WELLS COMPANIES WELLS CONCRETE PRODUCTS COMPANY PROFIT SHARING 401(K) AND LABORERS UNION SUPPLEMENTAL RETIREMENT PLAN | ALBANY MN | 2,296 | $108.0M | $3.1M |
| 3 | STEVENS COMMUNITY MEDICAL CENTER |
MORRIS MN |
| 295 |
| $28.5M |
| $1.2M |
