Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds New Perspective Fund;R6 Mutual Fund in their Schedule of Assets, totaling $34.4M 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 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $11.9M |
| 2 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $8.1M |
| 3 | DATABRICKS, INC. DATABRICKS, INC. 401(K) PLAN & TRUST |
SAN FRANCISCO CA |
| 4,704 |
| $418.9M |
| $3.7M |
| 4 | TOPCON AMERICA CORPORATION TOPCON AMERICA CORPORATION 401(K) PLAN | OAKLAND NJ | 1,186 | $206.3M | $2.3M |
| 5 | BULL MOOSE TUBE COMPANY CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 293 | $38.0M | $1.7M |
| 6 | CAHHS HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 113 | $62.8M | $1.3M |
| 7 | CHAN ZUCKERBERG INITIATIVE, LLC CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN | REDWOOD CITY CA | 524 | $167.4M | $930K |
| 8 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $867K |
| 9 | MCCRAY LUMBER COMPANY MCCRAY LUMBER COMPANY PROFIT SHARING PLAN | OVERLAND PARK KS | 229 | $22.8M | $681K |
| 10 | LNPRODUCTION, INC. INPRODUCTION, INC. RETIREMENT SAVINGS PLAN | WARRENVILLE IL | 571 | $11.4M | $572K |
