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 Pooled Separate Account NR in their Schedule of Assets, totaling $2.6M 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 | ACDI/VOCA ACDI/VOCA 401(K) RETIREMENT PLAN | WASHINGTON DC | 178 | $46.0M | $1.7M |
| 2 | KNOWLEDGE LINK INC. KNOWLEDGE LINK INC. 401(K) PLAN | HERNDON VA | 104 | $11.2M | $299K |
| 3 | MAYVIN, INC. MAYVIN, INC. 401(K) PLAN | ALEXANDRIA VA |
| 503 |
| $21.8M |
| $231K |
| 4 | THE MORNING CONSULT LLC THE MORNING CONSULT LLC 401K) PROFIT SHARING PLAN | WASHINGTON DC | 341 | $39.0M | $221K |
| 5 | ST. GEORGE TANAQ CORPORATION ST. GEORGE TANAQ CORPORATION 401(K) PLAN | ANCHORAGE AK | 291 | $4.8M | $81K |