Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Perspective Fund (1) in their Schedule of Assets, totaling $1.5M 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 | SLETTEN, INC. SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 370 | $20.6M | $1.1M |
| 2 | UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 235 | $37.8M | $276K |
| 3 | DEFELICEGROUP, INC. |
WHEELING WV |
| 528 |
| $1.2M |
| $42K |
| 4 | SLETTEN, INC. SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GREAT FALLS MT | 326 | $86.7M | $29K |
