Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life Insurance Company American Funds New Perspective Fund, R6 in their Schedule of Assets, totaling $3.6M 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 | AIDS HEALTHCARE FOUNDATION AHF SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 2,847 | $158.6M | $2.3M |
| 2 | BRANDING IRON HOLDINGS BRANDING IRON HOLDINGS RETIREMENT SAVINGS PLAN | ROCHESTER MN | 635 | $34.1M | $1.1M |
| 3 | WARNERS STELLIAN CO., INC. WARNERS STELLIAN CO. , INC. 401(K) PROFIT SHARING PLAN AND TRUST |
ST. PAUL MN |
| 475 |
| $32.2M |
| $102K |
