Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fund New Perspective in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAWRENCE TECHNOLOGICAL UNIVERSITY LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN | SOUTHFIELD MI | 452 | $99.7M | $3.2M |
| 2 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 344 | $58.3M | $448K |
| 3 | MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. |
DAYTON OH |
| 395 |
| $29.1M |
| $184K |
