Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding s American Funds New Perspective Fund in their Schedule of Assets, totaling $4.9M 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 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $1.9M |
| 2 | GIVENS ESTATES, INC. GIVENS 403(B) MATCHING RETIREMENT PLAN | ASHEVILLE NC | 685 | $21.2M | $823K |
| 3 | HOOTERS OF AMERICA, LLC HOOTERS OF AMERICA, LLC 401(K) PLAN |
ATLANTA GA |
| 3,445 |
| $17.4M |
| $717K |
| 4 | AGRACE HOSPICECARE AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLAN | MADISON WI | 872 | $41.6M | $456K |
| 5 | ACCESS COMMUNITY HEALTH CENTERS ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN | MADISON WI | 281 | $27.2M | $405K |
| 6 | VERSOVA MANAGEMENT COMPANY VERSOVA MANAGEMENT COMPANY 401(K) PLAN | SIOUX CENTER IA | 1,659 | $29.0M | $360K |
| 7 | USA PROPERTIES FUND, INC. USA PROPERTIES FUND 401(K) SAVINGS PLAN | ROSEVILLE CA | 321 | $34.7M | $195K |
| 8 | STEVEN WINTER ASSOCIATES INC. STEVEN WINTER ASSOCIATES, INC. 401(K) PLAN | NORWALK CT | 125 | $17.3M | $76K |
| 9 | FAYETTE RESOURCES, INC. FAYETTE RESOURCES, INC. 401(K) PLAN | UNIONTOWN PA | 623 | $8.4M | $18K |
