Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Service Company AM FDS New Perspective Fund Class R6 in their Schedule of Assets, totaling $672K 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 | PHOENIX CLOSURES, INC. PHOENIX CLOSURES, INC. 401(K) SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | AURORA IL | 175 | $43.3M | $672K |
