Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds New Perspective Fund- R4 in their Schedule of Assets, totaling $14.6M 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 | LEWIS C HOWARD, INC. LEWIS C HOWARD PROFIT SHARING PLAN | KALAMAZOO MI | 122 | $30.9M | $3.2M |
| 2 | ANALYTIC SERVICES INC. ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 548 | $226.1M | $3.1M |
| 3 | VIRGINIA HEALTH SERVICES, INC. VIRGINIA HEALTH SERVICES, INC. RETIREMENT PLAN |
NEWPORT NEWS VA |
| 756 |
| $25.7M |
| $2.4M |
| 4 | PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH FL | 216 | $36.2M | $1.8M |
| 5 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $1.6M |
| 6 | DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 195 | $22.0M | $1.2M |
| 7 | THE ESCAPE GAME, LLC THE ESCAPE GAME 401(K) PLAN | BRENTWOOD TN | 939 | $5.0M | $776K |
| 8 | MEEHAN AUTOMOBILES, INC. DBA IMPERIAL CHEVROLET IMPERIAL CARS.COM 401(K) RETIREMENT PLAN | MENDON MA | 266 | $16.4M | $216K |
| 9 | DAVIS & ELKINS COLLEGE DAVIS & ELKINS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELKINS WV | 174 | $25.0M | $184K |
| 10 | QUOTIENT SCIENCES - PHILADELPHIA, LLC QUOTIENT SCIENCES - PHILADELPHIA, LLC 401(K) PLAN | BOOTHWYN PA | 324 | $26.5M | $132K |
