Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Perspective R2E* in their Schedule of Assets, totaling $511K 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 | CONTRACT FABRICATORS, INC. CONTRACT FABRICATORS, INC. RETIREMENT PLAN | HOLLY SPRINGS MS | 122 | $5.8M | $176K |
| 2 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $113K |
| 3 | ABSHER HOLDING CO., INC. DBA WATERMARK AUTOMOTIVE GROUP |
MARION IL |
| 238 |
| $10.4M |
| $113K |
| 4 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $65K |
| 5 | THE WILDLIFE GALLERY, INC. THE WILDLIFE GALLERY, INC. 401(K) PLAN | BLANCHARD MI | 143 | $4.9M | $44K |