Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding s American Funds New Perspective 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODRUFF SAWYER & CO. WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN | SAN FRANCISCO CA | 639 | $149.9M | $2.4M |
| 2 | ASCENT LIFTING, INC. ASCENT LIFTING, INC. 401(K) PLAN | PHOENIX AZ | 439 | $32.9M | $903K |
| 3 | XYNGULAR CORPORATION XYNGULAR/PURE HAVEN 401(K) PLAN |
LEHI UT |
| 81 |
| $7.6M |
| $197K |
| 4 | ARROWEYE SOLUTIONS INC. ARROWEYE SOLUTIONS INC. 401(K) PLAN | HENDERSON NV | 237 | $7.0M | $98K |
| 5 | SHARED OPERATING SERVICES LLC SHARED OPERATING SERVICES 401(K) PLAN | STAMFORD CT | 335 | $11.6M | $78K |