Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Capital Group American Funds New Perspective in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $2.3M |
| 2 | OCTAPHARMA PLASMA, INC. OCTAPHARMA PLASMA, INC. 401 K PLAN | CHARLOTTE NC | 4,388 | $106.1M | $1.5M |
| 3 | J RANCK ELECTRIC, INC. J RANCK ELECTRIC, INC. EMPLOYEES' PROFIT SHARING PLAN |
MT. PLEASANT MI |
| 123 |
| $22.7M |
| $1.1M |
