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 R4 Fund " in their Schedule of Assets, totaling $547K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INNOTEC CORP INNOTEC EMPLOYEE 401(K) PROFIT SHARING PLAN | ZEELAND MI | 158 | $19.9M | $281K |
| 2 | MOTOR WERKS OF BARRINGTON, INC. MOTOR WERKS OF BARRINGTON, INC. 401(K) PLAN | BARRINGTON IL | 291 | $12.4M | $141K |
| 3 | PLANTEL NURSERIES, INC. PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN |
SANTA MARIA CA |
| 261 |
| $12.4M |
| $125K |