Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA-CREF Mutual Funds American Fd New Perspective R6 in their Schedule of Assets, totaling $2.0M 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 | PARISH EPISCOPAL SCHOOL THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN | DALLAS TX | 266 | $40.3M | $2.0M |
