Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Funds American Funds New Perspective - in their Schedule of Assets, totaling $48.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $28.2M |
| 2 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $2.6M |
| 3 | PCF ACQUISITION CO. |
DALLAS TX |
| 982 |
| $57.0M |
| $2.1M |
| 4 | CUSTOMIZED ENERGY SOLUTIONS, LTD. CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | PHILADELPHIA PA | 162 | $40.6M | $1.8M |
| 5 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $1.4M |
| 6 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $1.2M |
| 7 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $1.1M |
| 8 | JOHN KNOX VILLAGE JOHN KNOX VILLAGE RETIREMENT PLAN | LEE S SUMMIT MO | 827 | $33.3M | $715K |
| 9 | BCCI CONSTRUCTION, LLC BCCI 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 130 | $26.1M | $654K |
| 10 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $651K |
