Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds New Perspective Fund Pooled separate account -- in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $1.4M |
| 2 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $1.3M |
| 3 | ESTES HEATING & AIR CONDITIONING, INC. |
ATLANTA GA |
| 170 |
| $12.4M |
| $952K |
| 4 | RMX BSL LLC RMX BSL LLC 401K PLAN | PINE BROOK NJ | 74 | $15.4M | $531K |
| 5 | ORG CHEM GROUP, LLC ORG CHEM GROUP, LLC 401(K) PLAN | EVANSVILLE IN | 122 | $12.6M | $487K |
| 6 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $422K |
| 7 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $411K |
| 8 | IMCO GENERAL CONSTRUCTION, INC. IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN | FERNDALE WA | 213 | $21.7M | $404K |
| 9 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $388K |
| 10 | MASTER SERVICE COMPANIES, LLC MASTER SERVICE COMPANIES, LLC 401(K) PLAN | KNOXVILLE TN | 869 | $10.5M | $375K |
