American Funds NEW Perspective RET
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 119 retirement plans report an interest in this investment, totaling $41.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
119
Reported interest (EOY)
$41.3M
Data source
DOL Form 5500 · Schedule D
Plans holding American Funds NEW Perspective RETranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $5.2M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $2.9M |
| 3 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $2.2M |
| 4 | TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS TX | 6,383 | $117.1M | $2.0M |
| 5 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $1.9M |
| 6 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $1.4M |
| 7 | M S INTERNATIONAL, INC. M S INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 2,093 | $100.2M | $1.3M |
| 8 | MCR DONUTS, INC. MCR DONUTS, INC. 401(K) PROFIT SHARING PLAN | NAUGATUCK CT | 131 | $7.3M | $1.3M |
| 9 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $1.1M |
| 10 | BIZLINK TECHNOLOGY, INC. BIZLINK GROUP 401(K) PLAN | FREMONT CA | 202 | $21.8M | $1.0M |
See all 119 plans holding American Funds NEW Perspective RET
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