Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Perspective R6 Registered investment companies in their Schedule of Assets, totaling $2.8M 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 | INTRAFI NETWORK LLC INTRAFI NETWORK LLC 401(K) PLAN | ARLINGTON VA | 300 | $78.3M | $1.1M |
| 2 | AUDEMARS PIGUET NORTH AMERICA, INC AUDEMARS PIGUET NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 203 | $24.4M | $948K |
| 3 | PENTAGON TECHNOLOGIES GROUP, INC. |
HAYWARD CA |
| 675 |
| $31.1M |
| $669K |
| 4 | FEMG HOLDINGS, LLC FEMG HOLDINGS, LLC 401(K) PLAN | LAND O LAKES FL | 522 | $20.1M | $56K |
| 5 | UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC 401(K) PLAN | CANTON NY | 202 | $8.4M | $12K |
