Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 323 U.S. retirement plans report holding American Funds New Perspective R6 - in their Schedule of Assets, totaling $348.5M 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 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $52.6M |
| 2 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $40.6M |
| 3 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
WICHITA KS |
| 2,726 |
| $317.2M |
| $10.8M |
| 4 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $10.2M |
| 5 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $9.8M |
| 6 | SOUTHEAST GEORGIA HEALTH SYSTEM, INC. SOUTHEAST GEORGIA HEALTH SYSTEM, INC. 403(B) RETIREMENT SAVINGS PLAN | BRUNSWICK GA | 2,528 | $203.8M | $8.8M |
| 7 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $7.6M |
| 8 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $7.3M |
| 9 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $7.2M |
| 10 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $6.7M |
