Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding American Funds New Perspective R6 Pooled separate account - in their Schedule of Assets, totaling $32.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALFRED BENESCH & COMPANY EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | CHICAGO IL | 1,060 | $336.3M | $11.9M |
| 2 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $3.2M |
| 3 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN |
FAIRPORT NY |
| 345 |
| $41.7M |
| $2.7M |
| 4 | STEVENS COMPANIES 401(K) PLAN & TRU STEVENS COMPANIES 401(K) PLAN & TRUST | DALLAS TX | 1,808 | $23.3M | $2.4M |
| 5 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $1.0M |
| 6 | GT&E, LLC GROFF TRACTOR 401(K) PLAN | MECHANICSBURG PA | 231 | $20.9M | $895K |
| 7 | DIAMOND PACKAGING, INC. DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN | ROCHESTER NY | 265 | $25.2M | $874K |
| 8 | PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK NY | 132 | $22.8M | $729K |
| 9 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $717K |
| 10 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $713K |