Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds New Perspective R6 Mutual fund (1) in their Schedule of Assets, totaling $14.6M 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 | ROBERTET, INC. ROBERTET USA 401(K) PLAN | MT. OLIVE NJ | 404 | $111.9M | $11.2M |
| 2 | UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. EMPLOYEES 401(K) PLAN | BRIDGEVILLE PA | 699 | $36.2M | $2.2M |
| 3 | ACENDAS LLC ACENDAS LLC SAVINGS PLAN |
OVERLAND PARK KS |
| 77 |
| $8.8M |
| $474K |
| 4 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $263K |
| 5 | EYECARE MEDICAL GROUP EYECARE MEDICAL GROUP EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | PORTLAND ME | 138 | $18.8M | $258K |
| 6 | MULTI-FLOW INDUSTRIES LLC MULTI-FLOW INDUSTRIES LLC 401(K) PLAN | HUNTINGDON VALLEY PA | 196 | $7.6M | $107K |
| 7 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $91K |
| 8 | ALL PEO, INC. ALL PEO, INC. RETIREMENT SAVINGS PLAN | TUALATIN OR | 121 | $4.7M | $3K |
