Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American New Perspectives R6 Mutual Fund N/A in their Schedule of Assets, totaling $10.7M 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 | R.D. OFFUTT COMPANY OFFUTT COMPANIES 401(K) SAVINGS PLAN | FARGO ND | 5,284 | $592.0M | $10.7M |
