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 R5 in their Schedule of Assets, totaling $742K 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 | ASSOCIATION FOR INDIVIDUAL DEVELOPMENT ASSOCIATION FOR INDIVIDUAL DEVELOPMENT RETIREMENT PLAN | AURORA IL | 645 | $18.2M | $380K |
| 2 | KONGSBERG AUTOMOTIVE INC KONGSBERG AUTOMOTIVE, INC. 401(K) PLAN | WILLIS TX | 535 | $44.9M | $312K |
| 3 | PRECISION BIOSCIENCES, INC. |
DURHAM NC |
| 113 |
| $19.1M |
| $50K |
