Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies American Funds New Perspective Large-cap fund # in their Schedule of Assets, totaling $461K 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 | CESO, INC. LEADWISE 401(K) PLAN | MIAMISBURG OH | 460 | $43.4M | $461K |
