Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Perspective Fund Class R4 " in their Schedule of Assets, totaling $2.9M 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 | BRIDGEWATER HEALTHCARE, INC. BRIDGEWATER HEALTHCARE, INC. 403(B) RETIREMENT PLAN | BRIDGEWATER VA | 478 | $23.2M | $2.2M |
| 2 | ROBERT MCCABE COMPANY INC ROBERT MCCABE COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | LOVELAND OH | 125 | $6.7M | $318K |
| 3 | YORK WALLCOVERINGS, INC. |
YORK PA |
| 405 |
| $44.4M |
| $163K |
| 4 | ACCUPAC, LLC ACCUPAC, LLC 401(K) PLAN | MAINLAND PA | 911 | $31.3M | $143K |
| 5 | LUTHER HOME OF MERCY LUTHER HOME OF MERCY RETIREMENT SAVINGS PLAN | WILLISTON OH | 401 | $8.9M | $31K |
