Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds New Perspective N/R in their Schedule of Assets, totaling $3.3M 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 | CATALYST HEALTH GROUP HOLDINGS II, LLC CATALYST HEALTH GROUP HOLDINGS II, LLC 401(K) PLAN | PLANO TX | 1,064 | $130.4M | $2.6M |
| 2 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $472K |
| 3 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN |
PITTSBURGH PA |
| 119 |
| $7.1M |
| $215K |
| 4 | WARD MANUFACTURING, LLC WARD MANUFACTURING, LLC 401(K) PLAN | BLOSSBURG PA | 304 | $11.5M | $38K |
