Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding s American Funds New Perspective Fund in their Schedule of Assets, totaling $11.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED ASSOCIATION OF JOURNEYMAN & APPRENTICE PIPEFITTERS LOCAL 524 PIPEFITTERS AND PLUMBERS LOCAL NO. 524 PENSION AND ANNUITY PLAN | SCRANTON PA | 307 | $48.4M | $5.5M |
| 2 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $1.9M |
| 3 | GIVENS ESTATES, INC. |
ASHEVILLE NC |
| 685 |
| $21.2M |
| $823K |
| 4 | HOOTERS OF AMERICA, LLC HOOTERS OF AMERICA, LLC 401(K) PLAN | ATLANTA GA | 3,445 | $17.4M | $717K |
| 5 | AGRACE HEALTH AGRACE HEALTH EMPLOYEE RETIREMENT PLAN | MADISON WI | 875 | $47.7M | $585K |
| 6 | AGRACE HOSPICECARE AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLAN | MADISON WI | 872 | $41.6M | $456K |
| 7 | ACCESS COMMUNITY HEALTH CENTERS ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN | MADISON WI | 281 | $27.2M | $405K |
| 8 | VERSOVA MANAGEMENT COMPANY VERSOVA MANAGEMENT COMPANY 401(K) PLAN | SIOUX CENTER IA | 1,659 | $29.0M | $360K |
| 9 | USA PROPERTIES FUND, INC. USA PROPERTIES FUND 401(K) SAVINGS PLAN | ROSEVILLE CA | 321 | $34.7M | $195K |
| 10 | ST. AUGUSTINE PREPARATORY ACADEMY, INC. ST. AUGUSTINE PREP RETIREMENT PLAN | MILWAUKEE WI | 226 | $6.7M | $118K |
