Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The American Funds American Funds New Perspective R6 Fund in their Schedule of Assets, totaling $4.1M 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 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $1.9M |
| 2 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $861K |
| 3 | LAKESIDE BANK LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN |
PARK RIDGE IL |
| 175 |
| $26.6M |
| $839K |
| 4 | NUDO PRODUCTS, INC. NUDO PRODUCTS, INC. 401(K) PLAN | SPRINGFIELD IL | 314 | $24.8M | $332K |
| 5 | TENICA AND ASSOCIATES LLC TENICA AND ASSOCIATES LLC 401(K) PLAN | CHANTILLY VA | 235 | $21.3M | $144K |
| 6 | UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 403(B) THRIFT PLAN FOR UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | NEW YORK NY | 680 | $26.4M | $44K |
| 7 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | CHAMBERSBURG PA | 178 | $17.6M | $17K |
