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 R-4 in their Schedule of Assets, totaling $3.0M 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 | CENTRAL MOTOR WHEEL OF AMERICA CENTRAL MOTOR WHEEL OF AMERICA 401(K) PLAN | PARIS KY | 669 | $68.6M | $2.3M |
| 2 | ILLINOIS DERMATOLOGY INSTITUTE, LLC ILLINOIS DERMATOLOGY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | OAKBROOK IL | 190 | $20.6M | $278K |
| 3 | SECURITY RISK ADVISORS INTL, LLC |
PHILADELPHIA PA |
| 219 |
| $18.9M |
| $261K |
| 4 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $161K |
