Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN FUNDS NEW PERSPECTIVE R4 Registered investment companies in their Schedule of Assets, totaling $203K 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 | MERVIN MANUFACTURING MERVIN MANUFACTURING 401(K) PLAN | SEQUIM WA | 115 | $4.6M | $203K |
