Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds New Perspective Mutual fund N/A in their Schedule of Assets, totaling $6.3M 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 | FORBO SIEGLING, LLC FORBO SIEGLING, LLC RETIREMENT PLAN AND TRUST | HUNTERSVILLE NC | 352 | $13.8M | $2.0M |
| 2 | PRESRITE CORPORATION PRESRITE CORPORATION 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLEVELAND OH | 350 | $30.3M | $1.9M |
| 3 | CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM |
CAMBRIDGE NE |
| 187 |
| $13.0M |
| $1.2M |
| 4 | COMMONWEALTH ELECTRIC CO. OF THE MIDWEST, INC. COMMONWEALTH ELECTRIC CO. OF THE MIDWEST, INC. 401(K) PLAN | LINCOLN NE | 192 | $14.6M | $445K |
| 5 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $319K |
| 6 | VOYAGER INDUSTRIES, INC. VOYAGER INDUSTRIES EMPLOYEE 401(K) PLAN | BRANDON MN | 88 | $3.3M | $151K |
| 7 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $108K |
| 8 | PIONEER FEDERAL CREDIT UNION PIONEER FEDERAL CREDIT UNION 401(K) PLAN & TRUST | MOUNTAIN HOME ID | 175 | $12.2M | $84K |
| 9 | YOUNG CHEVROLET COMPANY YOUNG AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | LAYTON UT | 1,234 | $38.9M | $51K |
| 10 | BLICK CLINIC, INC. BLICK CLINIC EMPLOYEES RETIREMENT PLAN | AKRON OH | 149 | $6.5M | $45K |
