Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds New Perspective in their Schedule of Assets, totaling $69K 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 | CIRKS CONSTRUCTION, INC. CIRKS CONSTRUCTION, INC. 401(K) PLAN | ORANGE CA | 375 | $11.9M | $64K |
| 2 | SAVINGS BANK OF MENDOCINO COUNTY SAVINGS BANK OF MENDOCINO COUNTY 401(K) AND PROFIT SHARING PLAN | UKIAH CA | 177 | $24.7M | $5K |
