Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective Fund Registered investment companies in their Schedule of Assets, totaling $15.4M 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 | ONESKY, LLC ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 3,745 | $502.3M | $14.8M |
| 2 | CHILD GUIDANCE RESOURCE CENTERS CHILD GUIDANCE RESOURCE CENTERS, INC. 403(B) RETIREMENT PLAN | HAVERTOWN PA | 277 | $14.2M | $550K |
