Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding New Perspective Fund Mutual fund in their Schedule of Assets, totaling $49.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $15.3M |
| 2 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $7.9M |
| 3 | NORTHEASTERN SUPPLY, INC. NORTHEASTERN SUPPLY, INC. 401(K) PLAN |
BALTIMORE MD |
| 323 |
| $39.6M |
| $5.2M |
| 4 | GAMESTOP, CORP. GAMESTOP, CORP. EMPLOYEES' SAVINGS PLAN | GRAPEVINE TX | 6,663 | $153.8M | $5.1M |
| 5 | STANFORD HEALTH CARE THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN | STANFORD CA | 102 | $54.3M | $1.8M |
| 6 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $1.8M |
| 7 | HIGHLAND TANK AND MANUFACTURING COMPANY HIGHLAND TANK RETIREMENT PLAN | STOYSTOWN PA | 365 | $38.2M | $1.6M |
| 8 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $1.5M |
| 9 | NAMMO INCORPORATED NAMMO US 401(K) PLAN | MESA AZ | 788 | $60.1M | $964K |
| 10 | CANYON CREEK CABINET COMPANY CANYON CREEK CABINET COMPANY RETIREMENT SAVINGS TRUST | MONROE WA | 290 | $17.1M | $887K |
