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 R6 Registered Investment Company in their Schedule of Assets, totaling $1.8M 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 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $1.8M |
| 2 | TIGERGRAPH, INC. TIGERGRAPH 401(K) PLAN | REDWOOD CITY CA | 59 | $6.2M | $30K |
| 3 | D.C. SCHONBERG & ASSOCIATES LLC SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN |
METAIRIE LA |
| 55 |
| $1.3M |
| $16K |
