Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective Registered investment company (y) in their Schedule of Assets, totaling $1.0M 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 | EMERGENCY MEDICINE SPECIALISTS, INC. EMERGENCY MEDICINE SPECIALISTS, INC. PROFIT SHARING PLAN | MIAMISBURG OH | 129 | $72.9M | $809K |
| 2 | SIGNATURE PARTNERS, INC. SIGNATURE 4 / FORTY NINE DEGREES/VISIONARY PARTNERS LTD 401(K) PLAN | COLDWATER OH | 188 | $19.2M | $205K |
