Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 774 retirement plans report an interest in this investment, totaling $118.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: American Funds NEW Perspective, American Funds NEW Perspective Fund, American Fund NEW Perspective Fund, American NEW Funds Perspective, American Fund NEW Perspective, American NEW Perspective. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $582.9M |
| 2 | COASTAL MOTOR SALES, INC. COASTAL MOTOR SALES, INC. 401(K) PLAN | SAVANNAH GA | 103 | $3.5M | $5.2M |
| 3 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $2.8M |
| 4 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $1.9M |
| 5 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 174 | $36.1M | $1.8M |
| 6 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | DALLAS TX | 1,132 | $61.6M | $1.7M |
| 7 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $1.7M |
| 8 | TRIS PHARMA, INC. TRIS PHARMA 401(K) PLAN | MONMOUTH JUNCTION NJ | 556 | $49.7M | $1.6M |
| 9 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $1.5M |
| 10 | PEOPLES BANK PEOPLES BANK 401(K) PLAN | SIOUX CENTER IA | 156 | $26.7M | $1.5M |
