Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New Perspective Fund® Class A Pooled separate account in their Schedule of Assets, totaling $18K 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 | GEN3 MARKETING, LLC GEN3 MARKETING, LLC 401(K) PLAN | BLUE BELL PA | 82 | $7.1M | $18K |
