Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New Perspect - R5 in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AI-CARES, LLC AI-CARES RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,390 | $75.8M | $1.6M |
| 2 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN | MARLTON NJ | 376 | $49.8M | $1.4M |
| 3 | THE UNION LEAGUE OF PHILADELPHIA THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT |
PHILADELPHIA PA |
| 378 |
| $43.6M |
| $709K |
| 4 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN | WASHINGTON DC | 175 | $21.1M | $527K |
| 5 | CAN CAPITAL INC. CAN CAPITAL, INC. 401(K) PLAN | MARIETTA GA | 57 | $7.8M | $490K |
| 6 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $458K |
| 7 | KMM TELECOMMUNICATIONS KMM RETIREMENT PLAN | LEWISVILLE TX | 134 | $8.7M | $398K |
| 8 | SAMBA HOLDINGS, INC. SAMBA HOLDINGS, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 328 | $21.2M | $344K |
| 9 | HIRATA CORPORATION OF AMERICA HIRATA CORPORATION OF AMERICA 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 76 | $16.7M | $83K |
| 10 | WORLDATWORK WORLDATWORK RETIREMENT PLAN | SCOTTSDALE AZ | 73 | $15.4M | $33K |
