Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 149 U.S. retirement plans report holding American Funds New perspective # in their Schedule of Assets, totaling $127.0M 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 | BOLTON & MENK, INC. BOLTON & MENK, INC. 401(K) PLAN | MANKATO MN | 1,089 | $155.3M | $8.2M |
| 2 | MICHIGAN AUTOMOTIVE COMPRESSOR MACI ASSOCIATES 401(K) SAVINGS PLAN | PARMA MI | 735 | $163.0M | $8.1M |
| 3 | ARCHER & GREINER, P.C. ARCHER & GREINER, P.C. CASH OR DEFERRED PROFIT SHARING PLAN |
VOORHEES NJ |
| 304 |
| $199.4M |
| $7.7M |
| 4 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $5.7M |
| 5 | OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH WI | 190 | $31.9M | $4.8M |
| 6 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $4.6M |
| 7 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN | CLAYTON DE | 317 | $29.4M | $4.3M |
| 8 | OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY CA | 192 | $52.2M | $4.2M |
| 9 | HIGHWAY EQUIPMENT COMPANY HIGHWAY EQUIPMENT COMPANY RETIREMENT PLAN | CEDAR RAPIDS IA | 153 | $29.5M | $3.8M |
| 10 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $3.6M |
