Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds New Perspective R5 in their Schedule of Assets, totaling $30.8M 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 | WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOODMENLIFE 401(K) PLAN | OMAHA NE | 1,225 | $160.4M | $10.2M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $5.1M |
| 3 | TOYOTA BOSHOKU AMERICA, INC. |
ERLANGER KY |
| 4,244 |
| $233.1M |
| $3.8M |
| 4 | ARGO GROUP US, INC. ARGO GROUP US 401(K) PLAN | SAN ANTONIO TX | 1,587 | $192.6M | $3.8M |
| 5 | ACORN ENGINEERING COMPANY, INC. ACORN ENGINEERING COMPANY, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 669 | $34.3M | $2.0M |
| 6 | DILIGENT CONSULTING, INC. DILIGENT CONSULTING, INC. 401(K) PLAN | SAN ANTONIO TX | 92 | $11.6M | $1.6M |
| 7 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN | SAN DIEGO CA | 253 | $26.7M | $1.0M |
| 8 | BIL-JAC FOODS, INC. BIL-JAC FOODS, INC. 401(K) PLAN | MEDINA OH | 121 | $13.9M | $746K |
| 9 | LITEX INDUSTRIES, INC. LITEX INDUSTRIES, INC. 401(K) PLAN | GRAND PRARIE TX | 327 | $24.8M | $693K |
| 10 | ASAHI INTECC USA, INC. ASAHI INTECC USA, INC. 401(K) RETIREMENT PLAN | IRVINE CA | 213 | $24.0M | $548K |
