Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds New Perspective R4 " in their Schedule of Assets, totaling $71.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $30.8M |
| 2 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $13.5M |
| 3 | PRESBYTERIAN HEALTH PLAN, INC. |
ALBUQUERQUE NM |
| 1,998 |
| $177.9M |
| $5.2M |
| 4 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $3.6M |
| 5 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN | YAKIMA WA | 1,930 | $46.9M | $2.7M |
| 6 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $2.7M |
| 7 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $2.6M |
| 8 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST | VOORHEES NJ | 115 | $35.3M | $1.7M |
| 9 | HAMPTON PRODUCTS INTERNATIONAL CORPORATION HAMPTON PRODUCTS INTERNATIONAL CORPORATION 401(K) PLAN | FOOTHILL RANCH CA | 199 | $26.5M | $1.3M |
| 10 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $1.1M |
