Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds New Perspective R4 - in their Schedule of Assets, totaling $40.8M 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 | TORCON, INC. TORCON, INC. RETIREMENT PLAN | RED BANK NJ | 218 | $103.8M | $12.4M |
| 2 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $8.5M |
| 3 | LOGIX EMPLOYMENT SERVICES,INC. LOGIX EMPLOYMENT SERVICES, INC. EMPLOYEE SAVINGS PLAN |
VALENCIA CA |
| 841 |
| $173.2M |
| $5.3M |
| 4 | THE HIBBERT COMPANY RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HIBBERT COMPANY | TRENTON NJ | 423 | $53.4M | $4.2M |
| 5 | GALCO INDUSTRIAL ELECTRONICS, INC. GALCO INDUSTRIAL ELECTRONICS SALARY SAVINGS & EMPLOYEES' PROFIT SHARING PLAN | MADISON HEIGHTS MI | 204 | $28.4M | $2.4M |
| 6 | CENTERLIGHT HEALTH SYSTEM CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN | FLUSHING NY | 1,437 | $87.5M | $1.9M |
| 7 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $1.3M |
| 8 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $880K |
| 9 | NESNAH VENTURES LLC NESNAH VENTURES LLC EMPLOYEE SAVINGS PLAN | LACROSSE WI | 203 | $11.3M | $715K |
| 10 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $649K |
