American Funds NEW Perspective
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 767 retirement plans report an interest in this investment, totaling $122.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
767
Reported interest (EOY)
$122.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: American Funds NEW Perspective, American Funds NEW Perspective Fund, American Fund NEW Perspective Fund, American NEW Funds Perspective, American Fund NEW Perspective. Counts combine all variants of the same investment.
Plans holding American Funds NEW Perspectiveranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $22.8B | $880.8M |
| 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 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 179 | $41.1M | $2.6M |
| 5 | PEOPLES BANK PEOPLES BANK 401(K) PLAN | SIOUX CENTER IA | 165 | $32.3M | $2.0M |
| 6 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $1.9M |
| 7 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | DALLAS TX | 1,132 | $61.6M | $1.7M |
| 8 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $1.7M |
| 9 | TRIS PHARMA, INC. TRIS PHARMA 401(K) PLAN | MONMOUTH JUNCTION NJ | 556 | $49.7M | $1.6M |
| 10 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $1.5M |
See all 767 plans holding American Funds NEW Perspective
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