Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding American Funds New Perspective Fund; Class R6 in their Schedule of Assets, totaling $50.5M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $17.2M |
| 2 | ASTRION ASTRION 401(K) PLAN | HUNTSVILLE AL | 2,679 | $358.9M | $3.2M |
| 3 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN |
BURLINGTON MA |
| 2,793 |
| $334.0M |
| $3.2M |
| 4 | ART CENTER COLLEGE OF DESIGN ART CENTER COLLEGE OF DESIGN SAVINGS PLAN | PASADENA CA | 1,450 | $105.3M | $2.8M |
| 5 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $2.7M |
| 6 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $2.5M |
| 7 | CONSOLIDATED RAIL CORPORATION CONSOLIDATED RAIL CORPORATION AGREEMENT EMPLOYEES' SAVINGS PLAN | PHILADELPHIA PA | 778 | $54.5M | $2.4M |
| 8 | CONSOLIDATED RAIL CORPORATION THE CONRAIL RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 159 | $22.6M | $2.1M |
| 9 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $1.9M |
| 10 | NEW ENGLAND CONTROLS, INC. NEW ENGLAND CONTROLS 401K PLAN | FOXBOROUGH MA | 437 | $40.3M | $1.4M |
