Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual Fund American Funds New Perspective Fund R4 N/A in their Schedule of Assets, totaling $1.6M 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 | JOHN H. FIRMAGE, INC. JOHN H. FIRMAGE, INC. 401(K) PLAN | MURRAY UT | 221 | $14.6M | $1.6M |
