Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds New Perspective R6 N/R in their Schedule of Assets, totaling $9.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAGICOR LIFE INSURANCE COMPANY SAGICOR LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 149 | $23.1M | $2.3M |
| 2 | PURFOODS, LLC PURFOODS, LLC DBA MOM'S MEALS 401(K) PLAN | ANKENY IA | 2,133 | $42.7M | $1.4M |
| 3 | SUPPLYLOGIC, LLC DBA SLWM SLWM 401(K) PLAN |
KANSAS CITY MO |
| 202 |
| $25.1M |
| $1.3M |
| 4 | DAVIS MEMORIAL HOSPITAL DAVIS HEALTH SYSTEM 401(K) PROFIT SHARING PLAN | ELKINS WV | 880 | $34.8M | $809K |
| 5 | J & B GROUP INC. J & B GROUP, INC. 401(K) PLAN AND TRUST | ST. MICHAEL MN | 607 | $96.0M | $761K |
| 6 | TRIOSIM CORPORATION TRIOSIM CORPORATION 401(K) PLAN | APPLETON WI | 396 | $12.7M | $738K |
| 7 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 90 | $12.7M | $722K |
| 8 | DAVIS HEALTH SYSTEM, INC. DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN | ELKINS WV | 810 | $4.2M | $245K |
| 9 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN | WAYNESBURG PA | 147 | $17.9M | $201K |
| 10 | CONSTRUCTION FORMS, INC. CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN | PORT WASHINGTON WI | 240 | $20.4M | $167K |
