Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Research & Mgmt Co. American Funds New Perspective R4 Fund (i) in their Schedule of Assets, totaling $1.8M 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 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,694 | $98.3M | $993K |
| 2 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,860 | $83.9M | $780K |
