Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Service Company American Funds New Perspective R6 in their Schedule of Assets, totaling $1.1M 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 | BROWN REYNOLDS WATFORD ARCHITECTS, INC. BRW ARCHITECTS, INC. RETIREMENT SAVINGS PLAN | DALLAS TX | 164 | $14.9M | $550K |
| 2 | C-A-L STORES COMPANIES, INC. C-A-L STORES COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IDAHO FALLS ID | 1,022 | $8.7M | $279K |
| 3 | BATH SAVER, INC. |
LEWISBERRY PA |
| 552 |
| $15.0M |
| $231K |
