Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S Capital Research and Management Co. American Funds New Perspective Fund in their Schedule of Assets, totaling $2.2M 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 | HIGHGATE HOTELS, L.P. HIGHGATE HOTELS 401(K) PLAN | IRVING TX | 10,667 | $171.0M | $2.2M |
