Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Perspective R2 - in their Schedule of Assets, totaling $1.6M 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 | LOCAL UNION 94 I.B.E.W. IBEW LOCAL UNION 94 ANNUITY FUND | EAST WINDSOR NJ | 2,554 | $24.1M | $1.2M |
| 2 | HEIGHTS CHRISTIAN SCHOOLS HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN | LA HABRA HEIGHTS CA | 247 | $7.4M | $251K |
| 3 | VOSGES HOLDINGS, LLC VOSGES, LTD. 401K PROFIT SHARING PLAN |
CHICAGO IL |
| 65 |
| $1.2M |
| $150K |
| 4 | INTERNATIONAL CONVEYOR AND RUBBER, LLC INTERNATIONAL CONVEYOR AND RUBBER, LLC 401(K) PLAN | BLAIRSVILLE PA | 0 | $0 | $5K |
