Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding New Perspective Fund Mutual Fund n/a in their Schedule of Assets, totaling $3.6M 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 | LANTZ CONSTRUCTION COMPANY LANTZ CONSTRUCTION COMPANY RETIREMENT PLAN | BROADWAY VA | 99 | $16.3M | $1.4M |
| 2 | FRANCES MAHON DEACONESS HOSPITAL FMDH 401(K) RETIREMENT PLAN & TRUST | GLASGOW MT | 280 | $32.6M | $1.3M |
| 3 | INTERSTATE ENGINEERING, INC. INTERSTATE ENGINEERING, INC. 401K PROFIT SHARING PLAN |
JAMESTOWN ND |
| 175 |
| $22.6M |
| $795K |
| 4 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $173K |
| 5 | THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND OH | 84 | $22.2M | $4K |
