Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The American Funds American Funds New Perspective Fund in their Schedule of Assets, totaling $7.2M 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 | INTERNATIONAL WIRE GROUP, INC. INTERNATIONAL WIRE RETIREMENT SAVINGS PLAN | CAMDEN NY | 750 | $103.9M | $5.6M |
| 2 | MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 156 | $29.0M | $731K |
| 3 | UNITED WAY OF GREATER HOUSTON |
HOUSTON TX |
| 203 |
| $28.9M |
| $416K |
| 4 | PRIME COMMUNICATIONS, L.P. CELL PHONE COMPANY EMPLOYEE 401(K) SAVINGS PLAN | SUGAR LAND TX | 7,860 | $46.0M | $376K |
| 5 | DTLR, INC. DTLR, INC. 401(K) PROFIT SHARING PLAN | HANOVER MD | 3,394 | $14.6M | $65K |
| 6 | REACH COMMUNITY DEVELOPMENT, INC. REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN | PORTLAND OR | 110 | $4.1M | $56K |
| 7 | DIPIETRO HOME ENERGY SOLUTIONS, INC. DBA REVISE ENERGY REVISE ENERGY 401(K) PLAN | HAVERHILL MA | 130 | $2.1M | $3K |
