Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding American Funds American funds new perspective fund in their Schedule of Assets, totaling $158.5M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $31.5M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $29.4M |
| 3 | CONVERGEONE HOLDINGS, INC. C1 401(K) PLAN | BLOOMINGTON |
| 2,002 |
| $348.1M |
| $13.1M |
| 4 | L & L PRODUCTS, INC. L & L PRODUCTS EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ROMEO MI | 568 | $185.8M | $7.9M |
| 5 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $7.1M |
| 6 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $5.0M |
| 7 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $4.0M |
| 8 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $3.8M |
| 9 | WORLDQUANT, LLC WORLDQUANT, LLC 401(K) SAVINGS AND RETIREMENT PLAN | OLD GREENWICH CT | 323 | $103.1M | $2.7M |
| 10 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $2.5M |
