Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds New Perspective R5 N/R in their Schedule of Assets, totaling $4.1M 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 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES SAVINGS PLAN | BURLINGTON NJ | 68,833 | $457.0M | $4.1M |
