Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New Perspective R5 American Funds 0 in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $2.2M |
| 2 | DS GRAPHICS, INC. DS GRAPHICS EMPLOYEE SAVINGS 401(K) PLAN | LOWELL MA | 250 | $30.4M | $2.0M |
| 3 | BUESING CORP. BUESING CORP. 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 266 |
| $9.1M |
| $708K |
| 4 | SCOTT INDUSTRIAL SYSTEMS, INC. SCOTT INDUSTRIAL SYSTEMS INC PROFIT SHARING 401 (K) PLAN | DAYTON OH | 149 | $23.5M | $685K |
| 5 | SUMMIT PATHOLOGY SUMMIT PATHOLOGY 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 122 | $15.0M | $168K |
| 6 | CHANDLER INDUSTRIES, LLC CHANDLER INDUSTRIES, INC. 401(K) SAVINGS PLAN | MONTEVIDEO MN | 264 | $15.4M | $100K |
