Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding American Funds New Perspective R6 - in their Schedule of Assets, totaling $143.3M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $40.6M |
| 2 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $12.5M |
| 3 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN |
COLUMBUS WI |
| 1,322 |
| $169.6M |
| $9.8M |
| 4 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $7.2M |
| 5 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $6.7M |
| 6 | QUESTCO HOLDINGS, INC. QUESTCO COMPANIES RETIREMENT PLAN | THE WOODLANDS TX | 11,428 | $441.6M | $5.4M |
| 7 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $5.1M |
| 8 | ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO. ROCHE BROS. 401(K) AND PROFIT SHARING PLAN | MANSFIELD MA | 2,604 | $206.9M | $4.3M |
| 9 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $4.0M |
| 10 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $3.4M |
