Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Trust Company, LLC American Funds New Perspective R6 {+} in their Schedule of Assets, totaling $3.3M 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 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD. PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN | HONOLULU HI | 113 | $23.6M | $1.7M |
| 2 | ACLD, INC. ACLD, INC. 401(K) RETIREMENT PLAN | BETHPAGE NY | 1,416 | $59.9M | $1.6M |