Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Empower Annuity Insurance Company of America American Funds New Perspective R6 in their Schedule of Assets, totaling $771K 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 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $378K |
| 2 | COMMUNITY HERITAGE FINANCIAL COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN | MIDDLETOWN MD | 173 | $10.3M | $234K |
| 3 | DELTA CENTRIFUGAL, LLC DELTA CENTRIFUGAL EMPLOYEE SALARY REDUCTION PLAN |
TEMPLE TX |
| 113 |
| $11.6M |
| $97K |
| 4 | CLARIFY HEALTH SOLUTIONS, INC. CLARIFY HEALTH 401(K) PLAN | SAN FRANCISCO CA | 154 | $15.3M | $62K |
