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 Ret. Acct. in their Schedule of Assets, totaling $3.4M 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 | MASTERY LOGISTICS SYSTEMS, INC. MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN | LAKE FOREST IL | 490 | $36.5M | $1.4M |
| 2 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $945K |
| 3 | ROSINA FOOD PRODUCTS, INC. ROSINA FOOD PRODUCTS, INC. 401(K) PLAN |
BUFFALO NY |
| 480 |
| $39.9M |
| $451K |
| 4 | ROMANOFF FLOOR COVERING, INC. RFC RETIREMENT PLAN | ATLANTA GA | 175 | $9.8M | $215K |
| 5 | WINTER PARK IMPORTS, INC. DBA LEXUS OF ORLANDO & LEXUS OF WINTER PARK WINTER PARK IMPORTS, INC. 401(K) PROFIT SHARING PLAN | WINTER PARK FL | 232 | $4.8M | $202K |
| 6 | SYSTEMS, LLC SYSTEMS 401(K) RETIREMENT PLAN | OSAGE BEACH MO | 2,139 | $11.2M | $139K |
| 7 | TOYOTA BOSHOKU AKI USA, LLC TOYOTA BOSHOKU AKI USA, LLC 401(K) PLAN | ATHENS AL | 515 | $2.7M | $17K |
