Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding American Funds New Perspective R6 Mutual fund n/a in their Schedule of Assets, totaling $18.7M 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 | COMPUTERS UNLIMITED, INC. COMPUTERS UNLIMITED 401(K) PLAN | BILLINGS MT | 189 | $40.4M | $2.4M |
| 2 | NORTHERN IMPROVEMENT COMPANY MCCORMICK INCORPORATED 401(K) PLAN | FARGO ND | 299 | $41.9M | $2.4M |
| 3 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST |
DENVER CO |
| 139 |
| $20.5M |
| $1.6M |
| 4 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $1.3M |
| 5 | STATION CASINOS LLC STATION CASINOS LLC & AFFILIATES 401(K) RETIREMENT PLAN | LAS VEGAS NV | 8,940 | $313.2M | $1.3M |
| 6 | BLUE TECHNOLOGIES, INC. BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 176 | $16.3M | $990K |
| 7 | INTERNATIONAL DECISION SYSTEMS DBA SOLIFI SOLIFI TAX DEFERRED SAVINGS PLAN | MINNEAPOLIS MN | 145 | $48.7M | $985K |
| 8 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $944K |
| 9 | BLACKBEARD OPERATING, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 253 | $29.4M | $829K |
| 10 | NORTHWEST PIPE FITTINGS, INC. NORTHWEST PIPE FITTINGS, INC 401(K) PROFIT SHARING PLAN | BILLINGS MT | 159 | $14.2M | $685K |
