Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Perspective Fund R6 Mutual funds in their Schedule of Assets, totaling $11.0M 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 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $5.9M |
| 2 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $4.5M |
| 3 | EMERY & WEBB, INC. EMERY & WEBB 401K SAVINGS PLAN |
FISHKILL NY |
| 106 |
| $14.2M |
| $600K |
| 4 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $26K |
