Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American New Perspective R6 Mutual Funds in their Schedule of Assets, totaling $8.4M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $5.1M |
| 2 | HP COMMUNICATIONS, INC. HP COMMUNICATIONS, INC. 401(K) PLAN | CORONA CA | 629 | $40.4M | $2.2M |
| 3 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN |
LINCOLN NE |
| 134 |
| $23.3M |
| $802K |
| 4 | THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA 92ND STREET Y 403(B) PLAN | NEW YORK NY | 634 | $30.5M | $201K |
| 5 | US CENTURY BANK US CENTURY BANK 401(K) PLAN | MIAMI FL | 198 | $16.3M | $66K |
