Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds New Perspective R6 Fund in their Schedule of Assets, totaling $3.4M 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 | TECOMET TECOMET 401(K) PLAN | WILMINGTON MA | 2,211 | $133.4M | $2.1M |
| 2 | CARROLL COUNTY BANCSHARES, INC. CARROLL COUNTY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | CARROLL IA | 173 | $36.6M | $673K |
| 3 | ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT |
ARLINGTON VA |
| 196 |
| $52.6M |
| $616K |
| 4 | FEARLESS SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN OF FEARLESS SOLUTIONS, LLC | BALTIMORE MD | 258 | $23.0M | $61K |
| 5 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $12K |
