Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds New Perspective Fund Mutual funds - in their Schedule of Assets, totaling $10.6M 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 | FAMILY HEALTH CENTERS OF SAN DIEGO FAMILY HEALTH CENTERS OF SAN DIEGO TAX DEFERRED ANNUITY PLAN | SAN DIEGO CA | 2,546 | $174.8M | $5.9M |
| 2 | INFORMATION & COMPUTING SERVICES, INC. INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN | JACKSONVILLE FL | 410 | $58.0M | $1.7M |
| 3 | SITELOGIQ, INC |
MINNEAPOLIS MN |
| 477 |
| $44.6M |
| $1.6M |
| 4 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST | MIDDLETOWN OH | 313 | $20.6M | $611K |
| 5 | PASTERNACK TILKER ZIEGLER WALSH STANTON & ROMANO LLP PASTERNACK TILKER ZIEGLER WALSH STANTON & ROMANO LLP PROFIT SHARING PLAN | BROOKLYN NY | 95 | $12.7M | $183K |
| 6 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $165K |
| 7 | LTCT HOLDINGS LLC LIBERTY TAX & COMMUNITY TAX 401(K) PLAN | HURST TX | 402 | $13.4M | $134K |
| 8 | THOMPSON CONCRETE MANAGEMENT, LTD THOMPSON CONCRETE, LTD RETIREMENT SAVINGS PLAN | CARROLL OH | 417 | $11.4M | $69K |
| 9 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $64K |
| 10 | LEADING PLAN SOLUTIONS, INC. LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1 | SEATTLE WA | 517 | $51.5M | $31K |
