Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding American Funds New Perspective R6 fund in their Schedule of Assets, totaling $76.0M 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 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $11.5M |
| 2 | BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN | ANDOVER MA | 297 | $40.6M | $6.8M |
| 3 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN |
NORFOLK VA |
| 4,204 |
| $321.8M |
| $6.4M |
| 4 | HI-TECH ELECTRIC, INC. HI-TECH ELECTRIC, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 181 | $34.5M | $5.1M |
| 5 | MAKINO, INC. MAKINO 401(K) SAVINGS PLAN | MASON OH | 538 | $133.2M | $4.2M |
| 6 | MARTIGNETTI COMPANIES, LLC MARTIGNETTI COMPANIES, LLC 401(K) PLAN | TAUNTON MA | 1,163 | $240.5M | $3.8M |
| 7 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $3.2M |
| 8 | FRANKENMUTH CREDIT UNION FRANKENMUTH CREDIT UNION 401(K) RETIREMENT SAVINGS | FRANKENMUTH MI | 441 | $35.1M | $2.5M |
| 9 | ABO LEASING CORPORATION ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PLYMOUTH IN | 282 | $40.9M | $2.2M |
| 10 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $2.2M |