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 R6 Fund Mutual funds in their Schedule of Assets, totaling $1.9M 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 | FREEDOM CARE LLC FREEDOM CARE 401(K) PLAN | NEW HYDE PARK NY | 59,655 | $23.4M | $1.4M |
| 2 | BOB JOHNSON CHEVROLET BOB JOHNSON GROUP RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,211 | $50.9M | $245K |
| 3 | INVESTAR HOLDING CORPORATION INVESTAR HOLDING CORPORATION 401(K) PLAN |
BATON ROUGE LA |
| 311 |
| $26.7M |
| $194K |
