Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 127 U.S. retirement plans report holding American Funds New perspective # in their Schedule of Assets, totaling $103.5M 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 | MICHIGAN AUTOMOTIVE COMPRESSOR MACI ASSOCIATES 401(K) SAVINGS PLAN | PARMA MI | 735 | $163.0M | $8.1M |
| 2 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $5.7M |
| 3 | OEC GRAPHICS, INC. |
OSHKOSH WI |
| 190 |
| $31.9M |
| $4.8M |
| 4 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $4.6M |
| 5 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN | CLAYTON DE | 317 | $29.4M | $4.3M |
| 6 | OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY CA | 192 | $52.2M | $4.2M |
| 7 | HIGHWAY EQUIPMENT COMPANY HIGHWAY EQUIPMENT COMPANY RETIREMENT PLAN | CEDAR RAPIDS IA | 153 | $29.5M | $3.8M |
| 8 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $3.6M |
| 9 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $3.4M |
| 10 | NATIONAL FISH & WILDLIFE FOUNDATION NATIONAL FISH & WILDLIFE TAX DEFERRED RETIREMENT PLAN | WASHINGTON DC | 181 | $60.7M | $2.8M |
