Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding AMER FUNDS NEW PERSPECTIVE -R4 in their Schedule of Assets, totaling $25.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $5.7M |
| 2 | CHERRYROAD TECHNOLOGIES INC. CHERRYROAD TECHNOLOGIES 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 619 | $57.6M | $3.4M |
| 3 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST |
VAN NUYS CA |
| 616 |
| $39.0M |
| $2.7M |
| 4 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $1.9M |
| 5 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $1.6M |
| 6 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $1.6M |
| 7 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $1.5M |
| 8 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $654K |
| 9 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $562K |
| 10 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $528K |
