Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 345 U.S. retirement plans report holding American Funds: New Perspective Fund in their Schedule of Assets, totaling $442.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 33,609 | $668.6M | $40.7M |
| 2 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $31.7M |
| 3 | ERGON, INC. |
FLOWOOD MS |
| 3,470 |
| $651.4M |
| $29.1M |
| 4 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $29.1M |
| 5 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $15.4M |
| 6 | SAMTEC, INC. SAMTEC, INCORPORATED RETIREMENT PLAN | NEW ALBANY IN | 1,972 | $666.8M | $14.7M |
| 7 | H & K GROUP, INC. THE H & K GROUP 401(K) PLAN | SKIPPACK PA | 1,605 | $157.4M | $10.5M |
| 8 | SARATOGA HOSPITAL RETIREMENT PLAN OF SARATOGA HOSPITAL | SARATOGA SPRINGS NY | 3,219 | $367.6M | $9.8M |
| 9 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 2,060 | $336.2M | $9.3M |
| 10 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $9.2M |
