Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds New Perspective Fund—Class R6 Mutual Fund in their Schedule of Assets, totaling $645.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $343.5M |
| 2 | MMS USA HOLDINGS, INC. PUBLICIS BENEFITS CONNECTION 401K PLAN | CHICAGO IL | 29,615 | $5.2B | $94.3M |
| 3 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) |
FREMONT CA |
| 8,132 |
| $2.8B |
| $56.6M |
| 4 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $52.8M |
| 5 | RSM US, LLP THE RSM US LLP RETIREMENT PLAN | DAVENPORT IA | 14,521 | $3.4B | $43.3M |
| 6 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY SALARIED 401(K) PLAN | CARROLLTON GA | 2,347 | $506.0M | $23.1M |
| 7 | BOARD OF TRUSTEES OF THE NBA SAVINGS AND RETIREMENT PLAN THE NBA SAVINGS AND RETIREMENT PLAN FOR COACHES, ASSISTANT COACHES AND ATHLETIC TRAINERS | SECAUCUS NJ | 402 | $140.2M | $11.4M |
| 8 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY HOURLY 401(K) PLAN | CARROLLTON GA | 6,073 | $250.2M | $5.9M |
| 9 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $3.6M |
| 10 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $3.1M |
