Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New Perspective Fund-A in their Schedule of Assets, totaling $8.8M 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 | DYNAX AMERICA CORPORATION DYNAX AMERICA 401(K) PLAN | ROANOKE VA | 526 | $18.9M | $2.8M |
| 2 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $2.4M |
| 3 | AIRECO SUPPLY, INC. AIRECO SUPPLY 401(K) PROFIT SHARING PLAN |
SAVAGE MD |
| 268 |
| $29.8M |
| $1.5M |
| 4 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $1.3M |
| 5 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $452K |
| 6 | THE MARYLAND ZOOLOGICAL SOCIETY THE MARYLAND ZOOLOGICAL SOCIETY SAVINGS AND RETIREMENT PLAN | BALTIMORE MD | 160 | $11.8M | $291K |
| 7 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $103K |
