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American Funds NEW Perspective
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 750 retirement plans report an interest in this investment, totaling $116.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
750
Reported interest (EOY)
$116.6M
Data source
DOL Form 5500 · Schedule D
Plans holding American Funds NEW Perspectiveranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | COASTAL MOTOR SALES, INC. COASTAL MOTOR SALES, INC. 401(K) PLAN | SAVANNAH GA | 103 | $3.5M | $5.2M |
| 2 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $2.8M |
| 3 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $1.9M |
| 4 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 174 | $36.1M | $1.8M |
| 5 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | DALLAS TX | 1,132 | $61.6M | $1.7M |
| 6 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $1.7M |
| 7 | TRIS PHARMA, INC. TRIS PHARMA 401(K) PLAN | MONMOUTH JUNCTION NJ | 556 | $49.7M | $1.6M |
| 8 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $1.5M |
| 9 | PEOPLES BANK PEOPLES BANK 401(K) PLAN | SIOUX CENTER IA | 156 | $26.7M | $1.5M |
| 10 | PHYSICIANS LABORATORY, P.C. PHYSICIANS LABORATORY PROFIT SHARING 401(K) RETIREMENT PLAN | OMAHA NE | 140 | $12.9M | $1.5M |
See all 750 plans holding American Funds NEW Perspective
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