Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding New Perspective Fund " in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MICHELSEN PACKAGING COMPANY MICHELSEN PACKAGING COMPANY 401K PLAN | YAKIMA WA | 150 | $70.1M | $4.7M |
| 2 | PMC GLOBAL, INC. PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN | SUN VALLEY CA | 1,040 | $85.4M | $970K |
| 3 | DIRECTORS GUILD OF AMERICA, INC. |
LOS ANGELES CA |
| 206 |
| $39.8M |
| $873K |
| 4 | AVAIRPROS SERVICES, INC AVAIRPROS SERVICES, INC 401(K) PLAN | NAPLES FL | 187 | $19.7M | $534K |
| 5 | UNITED LABORATORIES, INC. UNITED LABORATORIES 401(K) SALARY REDUCTION PLAN AND TRUST | ST. CHARLES IL | 209 | $16.8M | $316K |
| 6 | MONOFRAX, LLC MONOFRAX, LLC PENSION PLAN FOR REPRESENTED EMPLOYEES OF FALCONER, NEW YORK | FALCONER NY | 56 | $5.9M | $305K |
| 7 | HAHL COMPANIES, LLC HAHL COMPANIES 401(K) PLAN | SHAKOPEE MN | 275 | $17.5M | $242K |
| 8 | LIVING RESOURCES CORPORATION LIVING RESOURCES 403(B) RETIREMENT PLAN | ALBANY NY | 805 | $11.0M | $234K |
| 9 | CARLISLE LLC CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 2,424 | $13.6M | $209K |
| 10 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $164K |
