Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds RNPGX - American Funds New Perspective R6 in their Schedule of Assets, totaling $5.6M 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 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $1.0M |
| 2 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $764K |
| 3 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN |
GREENVILLE SC |
| 1,496 |
| $85.4M |
| $743K |
| 4 | GALATI YACHT SALES, LLC GALATI YACHT SALES, LLC 401(K) PLAN | ANNA MARIA FL | 136 | $19.0M | $580K |
| 5 | LIST INDUSTRIES, INC. LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 459 | $18.1M | $570K |
| 6 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 2,059 | $74.1M | $500K |
| 7 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $316K |
| 8 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $289K |
| 9 | TANDIUM CORPORATION TANDIUM CORPORATION RETIREMENT SAVINGS PLAN | EDGEWATER MD | 208 | $12.4M | $228K |
| 10 | EEMPLOYERS SOLUTIONS, INC. EEMPLOYERS SOLUTIONS, INC. MULTIPLE EMPLOYER PLAN | SAN ANTONIO TX | 1,095 | $35.6M | $200K |
