Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Nw Prspctv R6 Mutual fund in their Schedule of Assets, totaling $13.3M 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 | 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 | ALPHA Q, INC. ALPHA Q, INC. 401(K) PLAN | COLCHESTER CT | 191 | $16.0M | $693K |
| 5 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $690K |
| 6 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $623K |
| 7 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $419K |
| 8 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $359K |
| 9 | WOODHARBOR MOLDING & MILLWORKS, INC. WOODHARBOR 401(K) RETIREMENT PLAN | MASON CITY IA | 115 | $9.1M | $328K |
| 10 | SCHULL CONSTRUCTION COMPANY SCHULL CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) FEATURE | SIOUX FALLS SD | 143 | $13.5M | $312K |
