Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds New Perspective R5 in their Schedule of Assets, totaling $14.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $2.5M |
| 2 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $2.0M |
| 3 | JOHN BOYD ENTERPRISES INC |
SACRAMENTO CA |
| 134 |
| $24.2M |
| $1.7M |
| 4 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $1.4M |
| 5 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $1.2M |
| 6 | PORT AMHERST, LTD. PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN | CHARLESTON WV | 382 | $31.4M | $1.1M |
| 7 | CIVIC AUTOMOBILES GROUP FALCONI DEALERSHIPS 401(K) PLAN | MOON TOWNSHIP PA | 155 | $13.0M | $746K |
| 8 | WORLD FINER FOODS LLC WORLD FINER FOODS, LLC PROFIT SHARING AND 401K | BLOOMFIELD NJ | 95 | $24.1M | $729K |
| 9 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $710K |
| 10 | JOERNS, LLC JOERNS HEALTHCARE RETIREMENT PLAN | CHARLOTTE NC | 763 | $19.5M | $606K |
