Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New Perspective Pooled separate accounts in their Schedule of Assets, totaling $2.4M 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 | AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE AZ | 86 | $13.7M | $922K |
| 2 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $898K |
| 3 | VISION POINT SYSTEMS, INC. VISION POINT SYSTEMS RETIREMENT PLAN |
FAIRFAX VA |
| 152 |
| $12.3M |
| $287K |
| 4 | PERSONAL HEALTHCARE MANAGEMENT, LLC PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | TARRYTOWN NY | 1,758 | $5.9M | $135K |
| 5 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $55K |
| 6 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN TX | 187 | $6.6M | $46K |
| 7 | MANPOWER TEMPORARY SERVICES MANPOWER TEMPORARY SERVICES 401(K) PLAN | SAN DIEGO CA | 2,030 | $3.4M | $30K |
