Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective R6 Registed Investment Co. in their Schedule of Assets, totaling $265.7M 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 | TRINET HR III, INC. TRINET 401(K) PLAN | DUBLIN CA | 209,337 | $8.7B | $186.2M |
| 2 | TRINET HR IV, LLC TRINET SELECT 401(K) PLAN | DUBLIN CA | 28,477 | $3.0B | $79.5M |
