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 R6? Registered Investment Company in their Schedule of Assets, totaling $686K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRIMA MEDICAL FOUNDATION PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | GREENBRAE CA | 435 | $11.7M | $203K |
| 2 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $154K |
| 3 | ENVALIOR ENGINEERING MATERIALS INC. |
EVANSVILLE IN |
| 190 |
| $19.7M |
| $146K |
| 4 | BYD U.S. HOLDING, INC. BYD NORTH AMERICA GROUP 401(K) PLAN | PASADENA CA | 151 | $3.7M | $96K |
| 5 | PEOPLES BANCORP PEOPLES BANK SALARY INVESTMENT & PROFIT SHARING PLAN | BELLINGHAM WA | 430 | $71.7M | $87K |
