Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS NEW PERSPECTIVE R2 Mutual Fund - in their Schedule of Assets, totaling $378K 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 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN | ALPHARETTA GA | 550 | $17.2M | $292K |
| 2 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $68K |
| 3 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN |
BETTENDORF IA |
| 215 |
| $4.7M |
| $18K |
