Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Perspective Fund Class R-5 - in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $5.5M |
| 2 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $298K |
| 3 | TREACE MEDICAL CONCEPTS INC |
PONTE VEDRA FL |
| 479 |
| $25.1M |
| $272K |
