Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 177 U.S. retirement plans report holding American Funds Nw Prspctv R6 Registered investment company in their Schedule of Assets, totaling $179.1M 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 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $11.2M |
| 2 | SCHOOL OF VISUAL ARTS LLC SCHOOL OF VISUAL ARTS LLC SAVINGS OR CASH OPTION | NEW YORK NY | 1,679 | $137.4M | $7.6M |
| 3 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN |
FULTON MD |
| 821 |
| $147.0M |
| $6.7M |
| 4 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $6.5M |
| 5 | RUGGERI-JENSEN-AZAR RUGGERI-JENSEN-AZAR 401(K) RETIREMENT PLAN | PLEASANTON CA | 84 | $41.3M | $6.4M |
| 6 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) PLAN | SYRACUSE NY | 721 | $125.7M | $5.2M |
| 7 | PARADIGM MANAGEMENT II LP PARADIGM MANAGEMENT II LP 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 313 | $30.5M | $4.9M |
| 8 | TRIPP SCOTT, P.A. TRIPP SCOTT, P.A. 401K PLAN | FORT LAUDERDALE FL | 95 | $52.1M | $4.7M |
| 9 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $4.5M |
| 10 | MCCOY CORPORATION MCCOY 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS TX | 2,624 | $98.2M | $4.5M |
