Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New Perspective R4 in their Schedule of Assets, totaling $56.5M 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 | 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 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $2.7M |
| 5 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST | VOORHEES NJ | 115 | $35.3M | $1.7M |
| 6 | ASPYR MEDIA, INC. ASPYR MEDIA 401(K) PLAN | AUSTIN TX | 114 | $11.7M | $1.1M |
| 7 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $900K |
| 8 | BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST | INDIANAPOLIS IN | 123 | $13.7M | $342K |
| 9 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $313K |
| 10 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $5K |
