Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American Funds New Perspective Pooled separate account in their Schedule of Assets, totaling $9.9M 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 | SOUTH PLAINS IMPLEMENT, LTD SOUTH PLAINS IMPLEMENT, LTD 401K PLAN | SHAWNEE MISSION KS | 341 | $34.4M | $2.8M |
| 2 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $907K |
| 3 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN |
KANSAS CITY KS |
| 189 |
| $13.1M |
| $730K |
| 4 | STERLING MANAGEMENT, LTD. STERLING MANAGEMENT, LTD. 401(K) PLAN | MISHAWAKA IN | 333 | $18.3M | $655K |
| 5 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $329K |
| 6 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $315K |
| 7 | VENTERRA REALTY INC. VENTERRA REALTY INC. 401(K) PLAN | — | 739 | $12.6M | $308K |
| 8 | ABSOLUTE BUSINESS SOLUTIONS INCORPORATED ABSOLUTE BUSINESS SOLUTIONS 401(K) PROFIT SHARING PLAN | MCLEAN VA | 67 | $13.6M | $285K |
| 9 | AKEELA, INC. AKEELA, INC. 401(K) PLAN | ANCHORAGE AK | 62 | $3.9M | $244K |
| 10 | VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VALDOSTA GA | 138 | $15.1M | $235K |
