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- R4 in their Schedule of Assets, totaling $11.1M 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 | 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 | PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN |
PALM BEACH FL |
| 216 |
| $36.2M |
| $1.8M |
| 4 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $1.6M |
| 5 | THE ESCAPE GAME, LLC THE ESCAPE GAME 401(K) PLAN | BRENTWOOD TN | 939 | $5.0M | $776K |
| 6 | MEEHAN AUTOMOBILES, INC. DBA IMPERIAL CHEVROLET IMPERIAL CARS.COM 401(K) RETIREMENT PLAN | MENDON MA | 266 | $16.4M | $216K |
| 7 | DAVIS & ELKINS COLLEGE DAVIS & ELKINS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELKINS WV | 174 | $25.0M | $184K |
| 8 | QUOTIENT SCIENCES - PHILADELPHIA, LLC QUOTIENT SCIENCES - PHILADELPHIA, LLC 401(K) PLAN | BOOTHWYN PA | 324 | $26.5M | $132K |
| 9 | ARIZONA CHRISTIAN UNIVERSITY 403B PLAN ARIZONA CHRISTIAN UNIVERSITY 403B PLAN | GLENDALE AZ | 118 | $7.4M | $106K |
| 10 | CME ASSOCIATES, INC. CME ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | SYRACUSE NY | 101 | $6.0M | $21K |
