Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Capital Group American Funds New Perspective R6 - in their Schedule of Assets, totaling $8.2M 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 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $6.2M |
| 2 | SOUTHEAST MECHANICAL SOUTHEAST MECHANICAL CONTRACTORS 401(K) PLAN | HOLLYWOOD FL | 176 | $7.0M | $577K |
| 3 | DS TECHNOLOGIES, LLC |
HAGERSTOWN MD |
| 119 |
| $9.3M |
| $501K |
| 4 | ATX PEO SERVICES, INC. ATARAXIS PEO RETIREMENT SAVINGS PLAN | BOISE ID | 1,470 | $35.3M | $338K |
| 5 | ENTREGA SYSTEMS GROUP, INC. ENTREGA SYSTEMS GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | TROY MI | 144 | $9.5M | $317K |
| 6 | EAST VALLEY TOURIST DEVELOPMENT AUTHORITY DBA EVTDA DBA FANTASY SPRINGS RESORT CASINO 401(K) PLAN | INDIO CA | 1,150 | $30.5M | $214K |
| 7 | BOND BROTHERS, INC. BOND BROTHERS, INC. 401(K) PLAN | MEDFORD MA | 421 | $95.4M | $60K |
| 8 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $25K |
| 9 | H.B. BOYS L.C. H.B. BOYS 401(K) | SANDY UT | 465 | $3.5M | $3K |
