Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The American Funds New Perspective Fund - in their Schedule of Assets, totaling $8.2M 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 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $3.9M |
| 2 | SYNERGY FLAVORS INC SYNERGY FLAVORS, INC. 401(K) PROFIT SHARING PLAN | WAUCONDA IL | 374 | $38.5M | $1.9M |
| 3 | THE SOLOMON-PAGE GROUP, LLC |
NEW YORK NY |
| 648 |
| $45.6M |
| $677K |
| 4 | KAMPS, INC. KAMPS RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 3,253 | $54.4M | $666K |
| 5 | GALEN MEDICAL GROUP EMPLOYEES GALEN MEDICAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HIXSON TN | 505 | $62.2M | $372K |
| 6 | ANTI-DEFAMATION LEAGUE ANTI-DEFAMATION LEAGUE 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 478 | $58.6M | $335K |
| 7 | GEOLOGICS CORPORATION GEOLOGICS CORPORATION 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 158 | $22.9M | $268K |
| 8 | SPRING OAKS CAPITAL SPRING OAKS CAPITAL 401(K) PLAN | CHESAPEAKE VA | 290 | $4.1M | $26K |
