Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds AF New Perspective in their Schedule of Assets, totaling $669K 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 | FREED-HARDEMAN UNIVERSITY FREED-HARDEMAN UNIVERSITY 403(B) RETIREMENT PLAN | HENDERSON TN | 480 | $47.1M | $310K |
| 2 | NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN | DRESDEN TN | 227 | $5.8M | $270K |
| 3 | MADISON-HAYWOOD DEVELOPMENTAL SERV |
JACKSON TN |
| 427 |
| $4.1M |
| $88K |
