Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 245 U.S. retirement plans report holding American Funds New Perspective R6 Mutual fund - in their Schedule of Assets, totaling $229.8M 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 | 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 | ATLAS PACIFIC ENGINEERING COMPANY ATLAS PACIFIC PROFIT SHARING PLAN | CENTENNIAL CO | 406 | $81.2M | $5.6M |
| 7 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $5.2M |
| 8 | COMMUNITY CARE PHYSICIANS PLLC CCP 401(K) RETIREMENT SAVINGS PLAN | LATHAM NY | 1,837 | $353.7M | $4.5M |
| 9 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $4.4M |
| 10 | MKA INTERNATIONAL, INC. MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 298 | $97.6M | $4.3M |
