Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R4 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AYRES MANAGEMENT L.P. AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 780 | $22.9M | $1.2M |
| 2 | AYRES GROUP AYRES GROUP 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 762 | $19.7M | $990K |
| 3 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY |
BRYAN TX |
| 151 |
| $4.5M |
| $81K |
| 4 | MEP HOLDING COMPANY INC. MEP HOLDING COMPANY 401K PLAN | INDIANAPOLIS IN | 441 | $14.7M | $66K |
| 5 | COMMUNITY BANCORP OF LOUISIANA INC. COMMUNITY BANCORP OF LOUISIANA INC. RETIREMENT PLAN | RACELAND LA | 135 | $10.9M | $43K |
