Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds New Perspective Fund n/a in their Schedule of Assets, totaling $9.4M 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 | PITTSBURGH ASSOCIATES PITTSBURGH ASSOCIATES RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 372 | $49.6M | $3.0M |
| 2 | SESAC RIGHTS MANAGEMENT INC. SESAC RIGHTS MANAGEMENT INC. SAVINGS PLAN | NASHVILLE TN | 373 | $61.4M | $2.1M |
| 3 | ALUMINUM TRAILER COMPANY ALUMINUM TRAILER COMPANY 401(K) PLAN |
NAPPANEE IN |
| 243 |
| $15.3M |
| $1.8M |
| 4 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $1.1M |
| 5 | WILDFIRE DEFENSE SYSTEMS WILDFIRE DEFENSE SYSTEMS 401(K) PLAN | BOZEMAN MT | 271 | $6.3M | $293K |
| 6 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $279K |
| 7 | THOMAS, DEAN & HOSKINS, INC. THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GREAT FALLS MT | 125 | $32.8M | $253K |
| 8 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $247K |
| 9 | THE SUMMIT SCHOOL, INC. THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 118 | $1.9M | $71K |
| 10 | COMMUNITY SPECIALISTS CORPORATION COMMUNITY SPECIALISTS CORPORATION PROFIT SHARING PLAN | PITTSBURGH PA | 87 | $2.3M | $70K |
