Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds New Perspective Fund-R5 in their Schedule of Assets, totaling $24.8M 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 | KARL STORZ ENDOSCOPY-AMERICA, INC. KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN | EL SEGUNDO CA | 2,147 | $467.4M | $20.8M |
| 2 | CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN VA | 342 | $8.4M | $1.1M |
| 3 | WEBB-MASON, LLC |
HUNT VALLEY MD |
| 307 |
| $27.0M |
| $844K |
| 4 | SJE-RHOMBUS SJE-RHOMBUS 401(K) PLAN | DETROIT LAKES MN | 502 | $53.7M | $839K |
| 5 | I.D. IMAGES, LLC I.D. IMAGES LLC RETIREMENT PLAN | BRUNSWICK OH | 328 | $17.2M | $498K |
| 6 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $238K |
| 7 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $186K |
| 8 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PINEY FLATS TN | 128 | $4.4M | $147K |
| 9 | BOUNDARY REGIONAL COMMUNITY HEALTH CENTER, INC. KANIKSU HEALTH SERVICES 401K PLAN | SANDPOINT ID | 183 | $5.1M | $57K |
| 10 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $47K |
