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 R5E Mutual Fund in their Schedule of Assets, totaling $7.9M 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 | FFKR ARCHITECTS/PLANNERS II FFKR ARCHITECTS/PLANNERS II 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 158 | $30.0M | $5.1M |
| 2 | ASTRO PAK CORPORATION ASTRO PAK CORPORATION 401K PLAN | COSTA MESA CA | 167 | $24.5M | $1.7M |
| 3 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN |
COVINGTON LA |
| 420 |
| $30.2M |
| $1.1M |
