Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds NewPrsp R6 Fnd in their Schedule of Assets, totaling $1.1M 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 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $448K |
| 2 | POLICY SERVICES COMPANY LLC POLICY SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | CORAL SPRINGS FL | 330 | $5.8M | $194K |
| 3 | VIA TRANSPORTATION, INC. VIA TRANSPORTATION, INC. 401(K) PLAN |
NEW YORK NY |
| 376 |
| $31.5M |
| $182K |
| 4 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN | ST. PETERSBURG FL | 285 | $19.7M | $105K |
| 5 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 148 | $26.6M | $83K |
| 6 | ROBERT R. MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN | CHICAGO IL | 99 | $18.2M | $52K |
| 7 | TAMPICO BEVERAGES INC. TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN | CHICAGO IL | 138 | $3.9M | $2K |
