Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s American Funds American Funds New Perspectiv in their Schedule of Assets, totaling $229K 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 | LARGO CONCRETE, INC. LARGO CONCRETE, INC. 401(K) PROFIT SHARING PLAN | TUSTIN CA | 465 | $29.2M | $229K |
