Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds AM FDS New Perspective R5 N/A in their Schedule of Assets, totaling $817K 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 | SHADY SIDE ACADEMY SHADY SIDE ACADEMY RETIREMENT PLAN | PITTSBURGH PA | 300 | $75.2M | $817K |
