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, Class A in their Schedule of Assets, totaling $2.0M 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 | ALTORFER, INC. CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN | CEDAR RAPIDS IA | 119 | $11.5M | $945K |
| 2 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $911K |
| 3 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN |
DUBOIS PA |
| 4,815 |
| $330.6M |
| $136K |
| 4 | CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON VA | 540 | $40.0M | $4K |
