Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered investment companies American Funds New Perspective R6 in their Schedule of Assets, totaling $5.1M 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 | NORTH AMERICAN VAN LINES, INC. SIRVA EMPLOYEE SAVINGS PLAN AND TRUST - 401(K) PLAN | OAKBROOK TERRACE IL | 1,349 | $185.3M | $3.8M |
| 2 | PERFORMING ARTS CENTER OF LOS ANGELES COUNTY THE MUSIC CENTER 401(K) PLAN | LOS ANGELES CA | 390 | $21.8M | $1.4M |
