Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica American Funds New Perspective R6 in their Schedule of Assets, totaling $280K 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 | PLAN PROFESSIONALS, LLC PREMIER 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 5,269 | $16.6M | $224K |
| 2 | CHR EMPLOYEES, LLC CHR EMPLOYEES 401K PLAN | OAK BROOK IL | 47 | $3.1M | $56K |
