Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding American Funds Newprsp R6 Fnd in their Schedule of Assets, totaling $80.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $10.7M |
| 2 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $8.1M |
| 3 | SALT RIVER MATERIALS GROUP SALT RIVER MATERIALS GROUP 401(K) PLAN |
SCOTTSDALE AZ |
| 420 |
| $89.3M |
| $6.4M |
| 4 | SENECA GAMING CORPORATION SENECA GAMING CORPORATION 401(K) PLAN | NIAGARA FALLS NY | 4,088 | $123.2M | $6.3M |
| 5 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $4.9M |
| 6 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) | HICKORY NC | 325 | $84.3M | $4.7M |
| 7 | MIDDLE EAST BROADCASTING NETWORKS, INC. MBN SAVINGS PLAN | SPRINGFIELD VA | 396 | $99.1M | $4.7M |
| 8 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $4.1M |
| 9 | RODGERS CONSULTING, INC RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN MD | 106 | $27.6M | $2.4M |
| 10 | A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON OH | 265 | $19.1M | $2.3M |
