Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Financial Life Insurance Company American Funds New Perspective R4 in their Schedule of Assets, totaling $1.1M 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 | N. KOHL GROCER CO. N. KOHL GROCER CO. OFFICE SALARY SAVINGS PLAN | QUINCY IL | 195 | $15.4M | $727K |
| 2 | N. KOHL GROCER CO. N. KOHL GROCER CO. SALARY SAVINGS PLAN | QUINCY IL | 198 | $13.7M | $418K |
