Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding American Funds New Perspective R6 Registered investment company - in their Schedule of Assets, totaling $75.7M 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 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $29.3M |
| 2 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $9.1M |
| 3 | BDP INTERNATIONAL, INC. BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING |
PHILADELPHIA PA |
| 1,261 |
| $125.9M |
| $4.5M |
| 4 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $3.1M |
| 5 | THE BASEBALL CLUB OF SEATTLE, LLLP THE SEATTLE MARINERS 401(K) PLAN | SEATTLE WA | 1,415 | $73.9M | $3.1M |
| 6 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $2.4M |
| 7 | NORTH EAST MEDICAL SERVICES NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | DALY CITY CA | 1,096 | $175.0M | $2.2M |
| 8 | MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST | BELLEVUE WA | 167 | $33.8M | $1.6M |
| 9 | VERNIS & BOWLING OF MIAMI, P.A. VERNIS & BOWLING 401(K) PLAN | MIAMI FL | 305 | $22.0M | $1.4M |
| 10 | VESTAR PROPERTIES, INC. VESTAR PROPERTIES, INC. 401K PLAN | PHOENIX AZ | 121 | $22.4M | $1.2M |
