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 Registered Investment Company in their Schedule of Assets, totaling $845K 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 | INFOSEND, INC. INFOSEND, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 202 | $9.8M | $460K |
| 2 | INTEGRATED DATA SERVICES, LLC INTEGRATED DATA SERVICES EMPLOYEES' 401(K) PLAN | HENDERSON NV | 283 | $39.2M | $385K |
