Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New Perspective Fund R4 Fund Mutal funds in their Schedule of Assets, totaling $1.3M 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 | LIFESPRING, INC. LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN | JEFFERSONVILLE IN | 398 | $25.1M | $1.3M |
