Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds New Perspective Registered investment company in their Schedule of Assets, totaling $10.4M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $5.8M |
| 2 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.3M |
| 3 | DONOR NETWORK WEST DONOR NETWORK WEST RETIREMENT PLAN |
SAN RAMON CA |
| 440 |
| $57.7M |
| $1.1M |
| 4 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 371 | $29.3M | $548K |
| 5 | DERSE INC DERSE, INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 475 | $72.2M | $532K |
| 6 | FINANCIAL DESIGNS, INC. FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOVI MI | 192 | $7.3M | $310K |
| 7 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 96 | $21.6M | $208K |
| 8 | COMPASS CONSTRUCTION MANAGEMENT COMPASS CONSTRUCTION 401(K) PLAN | KIRKLAND WA | 128 | $10.5M | $178K |
| 9 | WESTMORELAND MECHANICAL TESTING AND RESEARCH WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN | YOUNGSTOWN PA | 176 | $13.3M | $115K |
| 10 | CHRISTOPHER COMMUNITY, INC. CHRISTOPHER COMMUNITY, INC 403(B) PLAN | SYRACUSE NY | 172 | $3.1M | $114K |
