Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New Perspective R4 Registered investment company in their Schedule of Assets, totaling $3.9M 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 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $2.1M |
| 2 | NEPHROLOGY ASSOCIATES MEDICAL GROUP, INC. NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 59 | $47.6M | $1.1M |
| 3 | COMPREHENSIVE HEALTHCARE |
YAKIMA WA |
| 585 |
| $25.7M |
| $288K |
| 4 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $247K |
| 5 | DAVIDSON'S, INC. DAVIDSON'S, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | PRESCOTT AZ | 239 | $18.2M | $120K |
| 6 | MNJ TECHNOLOGIES DIRECT, INC. MNJ 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 114 | $10.2M | $73K |
| 7 | TC CONSTRUCTION COMPANY, INC. TC CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | SANTEE CA | 249 | $61.9M | $9K |
