Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Intermediate Bond Fund of America 2 * American Funds New Perspective Fund in their Schedule of Assets, totaling $376K 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 | SOFTWARE SOLUTIONS INTEGRATED, LLC SOFTWARE SOLUTIONS INTEGRATED, LLC 401(K) PLAN | SHELBYVILLE IL | 178 | $22.2M | $376K |
