Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding New Perspective Fund Registered investment company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $1.1M |
| 2 | AUTISM SPEAKS, INC. AUTISM SPEAKS 401(K) PLAN | WASHINGTON DC | 138 | $23.2M | $269K |
| 3 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN |
VANCOUVER WA |
| 778 |
| $62.0M |
| $76K |
| 4 | CERTUS PEST, INC. CERTUS PEST, INC. 401(K) PLAN | TAMPA FL | 508 | $11.2M | $20K |
| 5 | DAY 1 ACADEMIES DAY 1 ACADEMIES 401(K) PLAN | MERCER ISLAND WA | 628 | $14.3M | $16K |
| 6 | FARNHAM, INC. SECTION 403(B) RETIREMENT PLAN FOR FARNHAM, INC. | OSWEGO NY | 113 | $4.6M | $3K |
