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-R5E in their Schedule of Assets, totaling $118K 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 | STRATA ONCOLOGY, INC. STRATA ONCOLOGY, INC. SAFE HARBOR 401(K) PLAN | NORTHVILLE MI | 32 | $4.5M | $80K |
| 2 | MISSOURI STAR QUILT COMPANY MISSOURI STAR QUILT COMPANY 401(K) PLAN | HAMILTON MO | 292 | $5.6M | $27K |
| 3 | JRC MECHANICAL, LLC JRC MECHANICAL, LLC 401(K) PLAN |
CHESAPEAKE VA |
| 151 |
| $2.9M |
| $11K |
