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 Shares of registered investment companies in their Schedule of Assets, totaling $2.3M 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 | REPUBLIC PLUMBING SUPPLY CO., INC. REPUBLIC PLUMBING SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | NORWOOD MA | 116 | $20.3M | $2.3M |
| 2 | COLUMBIA WELLNESS COLUMBIA WELLNESS RETIREMENT PLAN | LONGVIEW WA | 150 | $5.7M | $15K |
