Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Nw Prspctv R4 Registered Investment Company in their Schedule of Assets, totaling $3.2M 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 | CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS GA | 812 | $45.9M | $2.5M |
| 2 | FRANKLIN PRIMARY HEALTH CENTER, INC FRANKLIN PRIMARY HEALTH CENTER, INC. 403(B) PLAN | MOBILE AL | 209 | $8.4M | $697K |
| 3 | OREGON CATHOLIC PRESS |
LAKE OSWEGO OR |
| 140 |
| $27.8M |
| $4K |
