Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Perspective Fund Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $9.9M 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 | HENSLEY & COMPANY HENSLEY & COMPANY PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 1,379 | $76.1M | $6.7M |
| 2 | NGK CERAMICS USA, INC. NGK CERAMICS USA, INC. 401(K) RETIREMENT PLAN AND TRUST | MOORESVILLE NC | 541 | $48.9M | $3.2M |
| 3 | SORBARA AND SON, LP SOUTH FAYETTE SHOP & SAVE 401(K) PLAN |
CARNEGIE PA |
| 173 |
| $3.5M |
| $65K |
| 4 | SUNFLOWER DIVERSIFIED SERVICES, INC SUNFLOWER DIVERSIFIED SERVICES 403(B) PLAN | GREAT BEND KS | 238 | $1.8M | $22K |
