Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 272 U.S. retirement plans report holding American Funds New Perspective r6 Mutual Fund in their Schedule of Assets, totaling $278.0M 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 | 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 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $14.4M |
| 5 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $10.7M |
| 6 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,001 | $553.0M | $10.3M |
| 7 | 9 DOT EDUCATION SOLUTIONS, LLC 9DOT 401(K) PLAN | PASADENA CA | 1,779 | $127.3M | $7.8M |
| 8 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 804 | $394.0M | $6.5M |
| 9 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 606 | $96.2M | $6.2M |
| 10 | MKA INTERNATIONAL, INC. MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 280 | $111.7M | $5.8M |