Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds New Perspective R6 Fund Mutual fund in their Schedule of Assets, totaling $29.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | SAN FRANCISCO CA | 217 | $134.8M | $5.5M |
| 2 | ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX VA | 2,619 | $239.7M | $4.9M |
| 3 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN |
CLEVELAND OH |
| 620 |
| $89.6M |
| $4.4M |
| 4 | FLYNN RESTAURANT GROUP LP FLYNN RESTAURANT GROUP 401(K) RETIREMENT PLAN | INDEPENDENCE OH | 24,677 | $118.5M | $2.5M |
| 5 | BADER MANAGEMENT INC. BADER RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 400 | $18.1M | $1.8M |
| 6 | EAT IS OWNED BY ELI ZABAR INC. EAT 401(K) PLAN | NEW YORK NY | 438 | $15.9M | $1.7M |
| 7 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $1.5M |
| 8 | CB&S BANK, INC. CB&S BANK 401(K) PROFIT SHARING PLAN | RUSSELLVILLE AL | 502 | $41.8M | $1.4M |
| 9 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $1.1M |
| 10 | ALPIN HAUS SKI SHOP, INC ALPIN HAUS SKI SHOP, INC. 401(K) PROFIT SHARING PLAN | AMSTERDAM NY | 141 | $11.6M | $570K |
