Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 173 U.S. retirement plans report holding American Funds New Perspective R6 American Funds 0 in their Schedule of Assets, totaling $105.7M 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 | ENTECH HOLDING INC. ENTECH SALES & SERVICE 401(K) PLAN | DALLAS TX | 406 | $68.4M | $6.5M |
| 2 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $5.9M |
| 3 | HIGHLAND CLINIC, A P.M.C. HIGHLAND CLINIC, A P.M.C. 401(K) PROFIT SHARING PLAN |
SHREVEPORT LA |
| 185 |
| $86.1M |
| $5.9M |
| 4 | SUPREME SERVICE & SPECIALTY CO., INC. SUPREME SERVICE & SPECIALTY CO., INC. PROFIT SHARING PLAN | HOUMA LA | 563 | $42.1M | $5.2M |
| 5 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $4.3M |
| 6 | DISTRIBUTION MANAGEMENT, INC. DISTRIBUTION MANAGEMENT, INC. 401(K) PLAN | ST. CHARLES MO | 380 | $32.9M | $3.6M |
| 7 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $3.4M |
| 8 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $3.1M |
| 9 | DEPAUL REALTY COMPANY DEPAUL 401(K) RETIREMENT PLAN | FLOURTOWN PA | 369 | $32.3M | $2.8M |
| 10 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN | CELINA OH | 120 | $28.5M | $2.3M |
