Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds New Perspective R4 American Funds 0 in their Schedule of Assets, totaling $23.7M 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 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $10.5M |
| 2 | OLDS PRODUCTS CO. OF ILLINOIS OLDS PRODUCTS COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | PLEASANT PRAIRIE WI | 197 | $14.6M | $3.3M |
| 3 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN |
FORT WORTH TX |
| 1,024 |
| $39.4M |
| $2.8M |
| 4 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $2.1M |
| 5 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $1.2M |
| 6 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $1.1M |
| 7 | EAGLE FIRE INC. EAGLE FIRE INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 471 | $19.7M | $625K |
| 8 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $560K |
| 9 | SOUTHEAST MORTGAGE OF GEORGIA, INC. SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | DULUTH GA | 147 | $10.0M | $473K |
| 10 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $328K |
