Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The American Funds American Funds New Perspective R6 in their Schedule of Assets, totaling $6.1M 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 | ORANGE COUNTY CREDIT UNION ORANGE COUNTY'S CREDIT UNION 401(K) PLAN | SANTA ANA CA | 359 | $64.2M | $3.3M |
| 2 | THE FINISH LINE, INC. THE FINISH LINE, INC. PROFIT SHARING AND 401(K) PLAN | INDIANAPOLIS IN | 19,264 | $100.9M | $1.4M |
| 3 | REPUBLIC FINANCE, LLC REPUBLIC FINANCE, LLC 401(K) PLAN |
BATON ROUGE LA |
| 1,370 |
| $50.3M |
| $691K |
| 4 | DIGITAL CHECK CORP. DIGITAL CHECK CORP. 401(K) PLAN | NORTHBROOK IL | 248 | $28.3M | $555K |
| 5 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $84K |
