Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Perspective R6 Pooled separate accounts - in their Schedule of Assets, totaling $484K 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 | COMPUTER DATA SOURCE LLC COMPUTER DATA SOURCE LLC 401(K) PLAN AND TRUST | EATONTOWN NJ | 74 | $7.0M | $235K |
| 2 | ALFA WASSERMANN PROFESSIONAL SERVICES, LLC ALFA WASSERMANN PROFESSIONAL SERVICES, LLC EMPLOYEES 401(K) SAVINGS PLAN | WEST CALDWELL NJ | 78 | $29.5M | $230K |
| 3 | TERRABANK, N.A. |
MIAMI FL |
| 116 |
| $6.2M |
| $19K |
