Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds New Perspective Fund Registered investment company in their Schedule of Assets, totaling $30.6M 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 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $22.9M |
| 2 | FAMILYCARE MEDICAL GROUP, P.C. FAMILYCARE MEDICAL GROUP, P.C. 401(K) PLAN | SYRACUSE NY | 684 | $109.9M | $2.5M |
| 3 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN |
LEBANON NH |
| 387 |
| $76.2M |
| $1.2M |
| 4 | NATIONAL KIDNEY PARTNERS, LLP NATIONAL KIDNEY PARTNERS 401(K) PLAN | HUDSON FL | 137 | $24.4M | $1.1M |
| 5 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $1.0M |
| 6 | DEKRA NORTH AMERICA, INC. DEKRA AMERICA, INC. 401(K) PLAN | ATLANTA GA | 559 | $49.0M | $791K |
| 7 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN | SEATTLE WA | 414 | $18.2M | $296K |
| 8 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $281K |
| 9 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $223K |
| 10 | BLINK HEALTH GROUP, LLC BLINK HEALTH 401(K) PLAN | NEW YORK NY | 441 | $15.5M | $160K |
