Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds New Perspective - in their Schedule of Assets, totaling $23.8M 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 | ARCHER & GREINER, P.C. ARCHER & GREINER, P.C. CASH OR DEFERRED PROFIT SHARING PLAN | VOORHEES NJ | 304 | $199.4M | $7.7M |
| 2 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $2.7M |
| 3 | INNOVATIVE LIVESTOCK SERVICES INC |
GREAT BEND KS |
| 306 |
| $34.9M |
| $2.3M |
| 4 | HOYLE, TANNER & ASSOCIATES, INC. THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN | MANCHESTER NH | 120 | $29.3M | $1.3M |
| 5 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $1.3M |
| 6 | TRICENTIS USA CORP. TRICENTIS USA EMPLOYEE SAVINGS PLAN | ATLANTA GA | 542 | $39.5M | $880K |
| 7 | BYSTRONIC INC. BYSTRONIC INC. 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 249 | $22.4M | $703K |
| 8 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $678K |
| 9 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $613K |
| 10 | FRANK G. LOVE ENVELOPES, INC. FRANK G. LOVE ENVELOPES EMPLOYEE 401(K) PROFIT SHARING PLAN | TULSA OK | 152 | $5.9M | $608K |
