Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New Perspective Value of interest in registered investment companies in their Schedule of Assets, totaling $3.8M 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 | AG PARTNERS COOP AG PARTNERS COOP 401(K) RETIREMENT PLAN | GOODHUE MN | 525 | $85.7M | $3.8M |
