Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Financial Grp Trust American Funds New Perspective Class R6 in their Schedule of Assets, totaling $3.1M 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 | BIOLA UNIVERSITY, INC. BIOLA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LA MIRADA CA | 1,257 | $197.6M | $3.1M |
