Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds new Perspective R4 Mutual Fund in their Schedule of Assets, totaling $15.2M 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 | MOBRO MARINE, INC. MOBRO MARINE, INC. 401(K) PLAN | GREEN COVE SPRINGS FL | 97 | $14.8M | $3.3M |
| 2 | IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 305 PENSION PLAN | FORT WAYNE IN | 861 | $99.0M | $2.9M |
| 3 | ASC PROCESS SYSTEM, INC. |
VALENCIA CA |
| 253 |
| $20.8M |
| $2.5M |
| 4 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.7M |
| 5 | WEAVER INVESTMENT COMPANY WEAVER INVESTMENT COMPANY 401(K) MASTER TRUST | GREENSBORO NC | — | $6.5M | $1.2M |
| 6 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $825K |
| 7 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $779K |
| 8 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $586K |
| 9 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $533K |
| 10 | WATKINS DISTRIBUTING, SALES & SERVICE WATKINS DISTRIBUTING PROFIT SHARING 401K PLAN | JEROME ID | 205 | $26.4M | $385K |
