Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 294 U.S. retirement plans report holding American Funds: New Perspective Fund in their Schedule of Assets, totaling $302.5M 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 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $31.7M |
| 2 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $29.1M |
| 3 | GRESHAM SMITH |
NASHVILLE TN |
| 1,211 |
| $224.7M |
| $15.4M |
| 4 | H & K GROUP, INC. THE H & K GROUP 401(K) PLAN | SKIPPACK PA | 1,605 | $157.4M | $10.5M |
| 5 | SARATOGA HOSPITAL RETIREMENT PLAN OF SARATOGA HOSPITAL | SARATOGA SPRINGS NY | 3,219 | $367.6M | $9.8M |
| 6 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $9.2M |
| 7 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $8.2M |
| 8 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $7.9M |
| 9 | LECO CORPORATION LECO CORPORATION 401(K) RETIREMENT PLAN | ST. JOSEPH MI | 807 | $154.2M | $6.7M |
| 10 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $6.0M |
