Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 261 U.S. retirement plans report holding American Funds New Perspective r6 Mutual Fund in their Schedule of Assets, totaling $256.3M 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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $17.6M |
| 2 | MESSER NORTH AMERICA INC MESSER RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 2,143 | $397.3M | $16.7M |
| 3 | DENISON UNIVERSITY DENISON UNIVERSITY RETIREMENT PLAN |
GRANVILLE OH |
| 1,162 |
| $310.4M |
| $15.2M |
| 4 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $14.7M |
| 5 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $14.4M |
| 6 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $10.7M |
| 7 | ATLAS PACIFIC ENGINEERING COMPANY ATLAS PACIFIC PROFIT SHARING PLAN | CENTENNIAL CO | 406 | $81.2M | $5.6M |
| 8 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $5.2M |
| 9 | COMMUNITY CARE PHYSICIANS PLLC CCP 401(K) RETIREMENT SAVINGS PLAN | LATHAM NY | 1,837 | $353.7M | $4.5M |
| 10 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $4.4M |
