Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 151 U.S. retirement plans report holding American Funds – New Perspective Fund Mutual fund in their Schedule of Assets, totaling $813.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $557.8M |
| 2 | MOLINA HEALTHCARE, INC. MOLINA SALARY SAVINGS PLAN | LONG BEACH CA | 18,213 | $1.4B | $28.8M |
| 3 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 462 |
| $282.2M |
| $25.9M |
| 4 | MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN | LOS ANGELES CA | 323 | $125.7M | $17.5M |
| 5 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $10.9M |
| 6 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $10.5M |
| 7 | CHILDREN'S HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 8,208 | $821.1M | $9.7M |
| 8 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $9.7M |
| 9 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $9.5M |
| 10 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $8.3M |
