Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding s American Funds American Funds New Perspective; R6 in their Schedule of Assets, totaling $6.6M 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 | TOTAL BENEFIT MANAGEMENT, INC. TOTAL BENEFIT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | GLENS FALLS NY | 319 | $12.0M | $4.3M |
| 2 | ALVINE & ASSOCIATES, INC. ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 147 | $30.1M | $1.3M |
| 3 | SPINUTECH, LLC SPINUTECH 401(K) PLAN |
CEDAR FALLS IA |
| 117 |
| $7.9M |
| $207K |
| 4 | RICHWOOD INDUSTRIES, INC. RICHWOOD INDUSTRIES, INC. RETIREMENT & 401K PLAN | HUNTINGTON WV | 279 | $18.5M | $201K |
| 5 | RMS LIFELINE INC RMS LIFELINE INC 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD IL | 348 | $21.8M | $171K |
| 6 | SSP FITTINGS CORP. SSP EMPLOYEE SAVINGS AND INVESTMENT PLAN | TWINSBURG OH | 185 | $14.6M | $137K |
| 7 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $137K |
| 8 | GRADY MANAGEMENT, INC. GRADY MANAGEMENT, INC. 401(K) SAVINGS PLAN | SILVER SPRING MD | 279 | $18.1M | $98K |
| 9 | DISTRICT OF COLUMBIA INTERNATIONAL SCHOOL DC INTERNATIONAL 401(K) PLAN | WASHINGTON DC | 287 | $6.8M | $31K |
