Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding New Perspective Fund Pooled separate accounts in their Schedule of Assets, totaling $527K 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 | C & K INDUSTRIAL SERVICES, INC. C & K INDUSTRIAL SERVICES, INC. 401(K) PLAN | INDEPENDENCE OH | 149 | $8.0M | $371K |
| 2 | MIDWEST GERIATRIC MANAGEMENT, LLC MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN | ST.LOUIS MO | 2,778 | $11.3M | $60K |
| 3 | ZAREMBA MANAGEMENT COMPANY |
FAIRVIEW PARK OH |
| 124 |
| $8.8M |
| $53K |
| 4 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $31K |
| 5 | FRED TAYLOR COMPANY, INC. AND SUBSIDIARIES FRED TAYLOR COMPANY, INC. AND SUBSIDIARIES 401(K) PLAN | ALBANY GA | 181 | $4.8M | $9K |
| 6 | BERGER AND BURROW ENTERPRISES, INC. BERGER AND BURROW ENTERPRISES, INC. D/B/A DYNAMIC MOBILE IMAGING 401(K) PLAN | HENRICO VA | 0 | $0 | $3K |
