Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds New Perspective Fund in their Schedule of Assets, totaling $197K 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 | EXPEL, INC. EXPEL, INC. 401(K) PLAN | HERNDON VA | 419 | $38.9M | $178K |
| 2 | BONITZ, INC. BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA SC | 346 | $18.3M | $19K |
