Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Perspective Mutual funds N/A in their Schedule of Assets, totaling $727K 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 | NOVELLE HEALTH, LLC NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | OLDSMAR FL | 288 | $29.4M | $551K |
| 2 | LEGAL AID SOCIETY OF ROCHESTER, INC. THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN | ROCHESTER NY | 119 | $8.1M | $141K |
| 3 | NASHVILLE DENTAL, INC. NASHVILLE DENTAL, INC. 401K PLAN |
MADISON TN |
| 118 |
| $14.4M |
| $35K |
