Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds New Perspective Mutual funds in their Schedule of Assets, totaling $10.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $3.5M |
| 2 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $1.7M |
| 3 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN |
ATLANTA GA |
| 161 |
| $35.3M |
| $1.5M |
| 4 | WESTERN ILLINOIS BANCSHARES, INC. CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY WESTERN ILLINOIS BANCSHARES, INC. | MONMOUTH IL | 144 | $17.2M | $902K |
| 5 | YODER'S MEATS, INC. YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN | NEW HOLLAND PA | 129 | $10.4M | $890K |
| 6 | THE HEALTH PLAN OF WEST VIRGINIA, INC. HP-UOV 401K RETIREMENT PLAN | WHEELING WV | 513 | $54.6M | $550K |
| 7 | STOKES HEALTHCARE, INC. STOKES HEALTHCARE, INC. 401(K) PLAN | MT. LAUREL NJ | 173 | $11.6M | $314K |
| 8 | AMERICAN SERVICE CENTER ASSOCIATES OF ARLINGTON, LLC AMERICAN SERVICE CENTER ASSOCIATES OF ARLINGTON 401(K) PLAN | ARLINGTON VA | 288 | $28.3M | $285K |
| 9 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $129K |
| 10 | OTF FITNESS PARTNERS HOUSTON LLC OTF FITNESS PARTNERS HOUSTON LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 457 | $3.0M | $96K |
