Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Nw Prspctv R6 Mutual fund - in their Schedule of Assets, totaling $14.7M 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 | THE LONGSTREET CLINIC, P.C. THE LONGSTREET CLINIC, P. C. 401(K) PLAN AND TRUST | GAINESVILLE GA | 610 | $143.0M | $4.8M |
| 2 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $2.2M |
| 3 | BALDWIN AREA MEDICAL CENTER, INC. |
BALDWIN WI |
| 456 |
| $41.0M |
| $1.7M |
| 4 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA SOUTH DAKOTA ASSOCIATIONS OF COMMUNITY-BASED HUMAN SERVICES RETIREMENT PLAN | PIERRE SD | 1,810 | $52.6M | $993K |
| 5 | CNC SOFTWARE, LLC CNC SOFTWARE, LLC PROFIT SHARING PLAN | TOLLAND CT | 336 | $71.2M | $704K |
| 6 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $693K |
| 7 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $690K |
| 8 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $623K |
| 9 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $419K |
| 10 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $359K |
