Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American funds new perspective r6 Mutual funds in their Schedule of Assets, totaling $52.0M 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 | GREAT PLAINS MANUFACTURING, INCORPORATED GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN | SALINA KS | 2,125 | $149.1M | $11.1M |
| 2 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $7.1M |
| 3 | STEPTOE LLP STEPTOE LLP 401(K) AND PROFIT SHARING PLAN |
WASHINGTON DC |
| 727 |
| $455.8M |
| $5.8M |
| 4 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $4.7M |
| 5 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN | JUPITER FL | 1,196 | $132.4M | $3.7M |
| 6 | BELCAN SERVICES GROUP, LTD. PARTNERSHIP BELCAN SERVICES GROUP LIMITED PARTNERSHIP RETIREMENT SAVINGS PLAN | BLUE ASH OH | 1,686 | $19.1M | $2.9M |
| 7 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $2.4M |
| 8 | THE CENTER FOR YOUTH AND FAMILY SOLUTIONS THE CENTER FOR YOUTH AND FAMILY SOLUTIONS 401(K) PLAN | PEORIA IL | 503 | $14.1M | $1.2M |
| 9 | INNOPEAK TECHNOLOGY, INC. OPPO 401(K) PLAN & TRUST | PALO ALTO CA | 116 | $30.8M | $1.1M |
| 10 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $1.0M |
