Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New Perspective Fund Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | GUTHY - RENKER VENTURES, LLC GUTHY-RENKER VENTURES, LLC 401(K) PLAN | EL SEGUNDO CA | 328 | $52.9M | $1.3M |
| 2 | ANDERSEN & SONS SHELLING ANDERSEN & SONS SHELLING 401(K) PLAN | VINA CA | 255 | $5.5M | $149K |
| 3 | S&D CAR WASH MANAGEMENT LLC QUICK QUACK CAR WASH 401(K) PLAN |
ROCKLIN CA |
| 2,621 |
| $19.9M |
| $19K |
