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 Mutual funds in their Schedule of Assets, totaling $4.8M 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 | PACKAGE PAVEMENT COMPANY, INC. PACKAGE PAVEMENT COMPANY, INC. PROFIT SHARING AND ASSET ACCUMULATION PLAN AND TRUST | STORMVILLE NY | 140 | $38.8M | $2.4M |
| 2 | HANKY PANKY LTD. HANKY PANKY, LTD. SECTION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $9.5M | $1.7M |
| 3 | DECRESCENTE DISTRIBUTING CO INC |
MECHANICVILLE NY |
| 401 |
| $41.8M |
| $670K |
