Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds Nw Prspctv R6 * in their Schedule of Assets, totaling $42.0M 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 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3, EMP | RIVER FOREST IL | 1,458 | $331.7M | $17.2M |
| 2 | POLYMER ENTERPRISES, INC. POLYMER ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | INDIANA PA | 581 | $68.4M | $4.5M |
| 3 | SUTTON BANK |
ATTICA OH |
| 192 |
| $89.7M |
| $3.7M |
| 4 | AMADA WELD TECH INC. AMADA WELD TECH INC. 401K PLAN AND TRUST | MONROVIA CA | 172 | $42.3M | $2.4M |
| 5 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN | MONTVALE NJ | 165 | $33.3M | $1.7M |
| 6 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $1.3M |
| 7 | BLUE CHIP MARKETING WORLDWIDE BLUE CHIP MARKETING WORLDWIDE 401(K) PLAN | BANNOCKBURN IL | 90 | $19.0M | $1.2M |
| 8 | SALANTER AKIBA RIVERDALE ACADEMY S/A/R ACADEMY 401(K) PLAN | BRONX NY | 392 | $58.8M | $1.2M |
| 9 | NEW YORK CRUISE LINES, INC. NEW YORK CRUISE LINES RETIREMENT AND 401(K) PLAN | NEW YORK NY | 109 | $8.8M | $1.1M |
| 10 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $776K |
