Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AF New Perspective Fund - in their Schedule of Assets, totaling $1.8M 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 | MAINE PUBLIC MAINE PUBLIC BROADCASTING CORPORATION 403B RETIREMENT PLAN | LEWISTON ME | 114 | $28.0M | $1.6M |
| 2 | BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN | SEATTLE WA | 285 | $101.6M | $207K |
| 3 | SPARKSOFT CORPORATION |
CATONSVILLE MD |
| 328 |
| $16.7M |
| $51K |
| 4 | AUTISM DELAWARE INC. AUTISM DELAWARE INC. 401(K) PLAN | NEWARK DE | 99 | $1.6M | $6K |