Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American United Life Insurance Company American Funds New Perspective R4 in their Schedule of Assets, totaling $404K 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 | WESTPORT PROPERTIES, INC. WESTPORT PROPERTIES, INC. 401(K) PLAN | IRVINE CA | 526 | $4.5M | $257K |
| 2 | ANCHOR LOANS, LP ANCHOR LOANS, LP 401(K) PLAN | THOUSAND OAKS CA | 199 | $7.9M | $104K |
| 3 | COMMUNITY BANCORP OF LOUISIANA INC. COMMUNITY BANCORP OF LOUISIANA INC. RETIREMENT PLAN |
RACELAND LA |
| 135 |
| $10.9M |
| $43K |
