Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds New Perspective Fund—Class R6 Mutual Fund in their Schedule of Assets, totaling $588.8M 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 | 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN |
MERRIFIELD VA |
| 24,775 |
| $3.2B |
| $52.8M |
| 4 | RSM US, LLP THE RSM US LLP RETIREMENT PLAN | DAVENPORT IA | 14,521 | $3.4B | $43.3M |
| 5 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY SALARIED 401(K) PLAN | CARROLLTON GA | 2,347 | $506.0M | $23.1M |
| 6 | 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 |
| 7 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY HOURLY 401(K) PLAN | CARROLLTON GA | 6,073 | $250.2M | $5.9M |
| 8 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $3.6M |
| 9 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $3.1M |
| 10 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | NORTH BETHESDA MD | 1,161 | $222.0M | $1.9M |
