Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding New Perspective Fund " in their Schedule of Assets, totaling $16.2M 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 | CITY OF HOPE MEDICAL GROUP, INC. CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN | DUARTE CA | 627 | $387.2M | $5.8M |
| 2 | MICHELSEN PACKAGING COMPANY MICHELSEN PACKAGING COMPANY 401K PLAN | YAKIMA WA | 150 | $70.1M | $4.7M |
| 3 | PMC GLOBAL, INC. PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN |
SUN VALLEY CA |
| 1,040 |
| $85.4M |
| $970K |
| 4 | DIRECTORS GUILD OF AMERICA, INC. DIRECTORS GUILD OF AMERICA, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 206 | $39.8M | $873K |
| 5 | PACIFIC AUTOMOTIVE GROUP, LLC PACIFIC AUTOMOTIVE GROUP 401(K) PLAN | DALY CITY CA | 120 | $9.6M | $811K |
| 6 | AVAIRPROS SERVICES, INC AVAIRPROS SERVICES, INC 401(K) PLAN | NAPLES FL | 187 | $19.7M | $534K |
| 7 | UNITED LABORATORIES, INC. UNITED LABORATORIES 401(K) SALARY REDUCTION PLAN AND TRUST | ST. CHARLES IL | 209 | $16.8M | $316K |
| 8 | MONOFRAX, LLC MONOFRAX, LLC PENSION PLAN FOR REPRESENTED EMPLOYEES OF FALCONER, NEW YORK | FALCONER NY | 56 | $5.9M | $305K |
| 9 | SOUTHWEST GEORGIA OIL COMPANY, INC. SOUTHWEST GEORGIA OIL COMPANY, INC. 401(K) PLAN | BAINBRIDGE GA | 481 | $9.8M | $279K |
| 10 | HAHL COMPANIES, LLC HAHL COMPANIES 401(K) PLAN | SHAKOPEE MN | 275 | $17.5M | $242K |
