Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The American Funds New Perspective in their Schedule of Assets, totaling $853K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IVINSON MEMORIAL HOSPITAL IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN | LARAMIE WY | 639 | $58.4M | $845K |
| 2 | RUSS' STEAMER SERVICE, LLC DBA RSS TRAILER REPAIR, LLC RSS TRAILER REPAIR 401(K) PLAN | TRAVERSE CITY MI | 213 | $3.6M | $8K |
