Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective Mutual Funds NR in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATO INSTITUTE CATO INSTITUTE 401(K) PLAN | WASHINGTON DC | 203 | $40.3M | $1.6M |
| 2 | ALTMEYER FUNERAL HOMES INC ALTMEYER FUNERAL HOMES, INC. 401(K) PLAN | WHEELING WV | 246 | $12.0M | $164K |
