Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERICAN FUNDS NEW PERSP R5E in their Schedule of Assets, totaling $4.2M 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 | SOFT COMPUTER CONSULTANTS, INC. NEW HORIZONS 401(K) PLAN | CLEARWATER FL | 526 | $99.3M | $2.2M |
| 2 | CLIMATE BY DESIGN INTERNATIONAL, INC. CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | OWATONNA MN | 209 | $12.3M | $855K |
| 3 | WINCHESTER INTERCONNECT |
MILFORD CT |
| 759 |
| $68.2M |
| $545K |
| 4 | S.L. HUSAIN HAMZAVI, M.D. PC S.L. HUSAIN HAMZAVI, M.D. P.C. PROFIT SHARING PLAN | CLINTON TOWNSHIP MI | 185 | $12.5M | $373K |
| 5 | POWERTEK CORPORATION POWERTEK CORPORATION 401(K) PLAN | ROCKVILLE MD | 24 | $8.8M | $224K |
