Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New Perspective R6 Fund Registered investment company in their Schedule of Assets, totaling $2.0M 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 | PON NORTH AMERICA, INC. PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN | HOUSTON TX | 1,724 | $117.8M | $922K |
| 2 | BLUE STONE THERAPY, INC. BLUE STONE THERAPY 401(K) PLAN | URBANDALE IA | 796 | $7.7M | $619K |
| 3 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN |
SUMMERVILLE SC |
| 106 |
| $15.7M |
| $232K |
| 4 | CHEER PACK NORTH AMERICA LLC CHEER PACK NORTH AMERICA 401(K) PLAN | WEST BRIDGEWATER MA | 157 | $16.6M | $139K |
| 5 | TORQUE 2020 CMA ACQUISITION LLC DBA CABLECRAFT MOTION CONTROLS THE CABLECRAFT RETIREMENT SAVINGS PLAN | BOLIVAR OH | 246 | $9.4M | $101K |
| 6 | VALIDUS SENIOR LIVING MANAGEMENT COMPANY, LLC VALIDUS SENIOR LIVING 401(K) PLAN | TAMPA FL | 559 | $1.1M | $11K |
