Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Service Company Am Fds New Persp R4 Fund # in their Schedule of Assets, totaling $2.8M 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 | ROBINS FINANCIAL CREDIT UNION THE ROBINS FINANCIAL CREDIT UNION 401(K) SAVINGS AND INVESTMENT PLAN AND | WARNER ROBINS GA | 544 | $61.3M | $1.7M |
| 2 | BOU BANCORP, INC. BOU BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | OGDEN UT | 385 | $75.1M | $618K |
| 3 | RESTAURANT SERVICES INC |
MIAMI FL |
| 81 |
| $44.7M |
| $459K |
