Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AMER NEW PERSPECT R4 in their Schedule of Assets, totaling $2.5M 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 | ENROUTE COMPUTER SOLUTIONS INC. ENROUTE COMPUTER SOLUTIONS INC. 401K PLAN | EGG HARBOR TOWNSHIP NJ | 159 | $39.1M | $1.7M |
| 2 | ROYSTON LLC EMPLOYEES' RETIREMENT SAVINGS PLAN OF ROYSTON LLC | JASPER GA | 971 | $55.6M | $438K |
| 3 | SPOKANE INDUSTRIES, INC. SPOKANE INDUSTRIES, INC. EMPLOYEE THRIFT PLAN |
SPOKANE WA |
| 95 |
| $6.1M |
| $296K |
| 4 | JBC LIMITED, LLC JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN | PORTLAND OR | 214 | $5.1M | $134K |