Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Prspctve Fd " in their Schedule of Assets, totaling $505K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARINE TRAVELIFT , INC. EXACTECH HOLDINGS, INC. 401(K) PLAN | STURGEON BAY WI | 153 | $19.8M | $260K |
| 2 | BMC GROWTH FUND II, LLC BMC GROWTH FUND II, LLC 401(K) PLAN | MIAMISBURG OH | 182 | $5.5M | $150K |
| 3 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN |
TAMPA FL |
| 632 |
| $22.9M |
| $95K |
