Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New Perspective Fund R5 in their Schedule of Assets, totaling $4.0M 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 | PRIDE MOBILITY PRODUCTS CORPORATION PRIDE MOBILITY PRODUCTS 401(K) PROFIT SHARING PLAN | DURYEA PA | 969 | $62.2M | $2.0M |
| 2 | THE WAY INTERNATIONAL THE WAY INTERNATIONAL 401(K) SAVINGS PLAN | NEW KNOXVILLE OH | 268 | $16.2M | $1.3M |
| 3 | ALLIED MACHINE & ENGINEERING CORPORATION |
DOVER OH |
| 453 |
| $69.8M |
| $696K |
