Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Life Insurance Company American Funds New Perspective R6 in their Schedule of Assets, totaling $1.3M 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 | HANNIS T. BOURGEOIS, LLP HANNIS T. BOURGEOIS, LLP PROFIT SHARING PLAN & TRUST | BATON ROUGE LA | 142 | $33.7M | $736K |
| 2 | MOOSE INTERNATIONAL INC. MOOSE INTERNATIONAL INC EMPLOYEES' 401K PLAN | MOOSEHEART IL | 422 | $30.1M | $455K |
| 3 | HAMMOND SURGICAL HOSPITAL, L.L.C. DBA CYPRESS POINTE SURGICAL HOSPITAL |
HAMMOND LA |
| 129 |
| $3.6M |
| $99K |
| 4 | LINK RESTAURANT GROUP LLC LINK RESTAURANT GROUP, LLC 401(K) PLAN | NEW ORLEANS LA | 208 | $4.9M | $59K |
