Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American United Life Insurance Company American Funds New Perspective R6 in their Schedule of Assets, totaling $2.5M 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 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $1.6M |
| 2 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $781K |
| 3 | JOHNS HOPKINS REGIONAL PHYSICIANS, LLC |
COLUMBIA MD |
| 264 |
| $26.7M |
| $178K |
| 4 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN | NEW ORLEANS LA | 408 | $11.3M | $3K |
