Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New Perspective R5E in their Schedule of Assets, totaling $7.6M 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 | DYERSVILLE READY MIX, INC. BARD MATERIALS 401(K) PLAN | DYERSVILLE IA | 266 | $37.8M | $3.7M |
| 2 | AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT NY | 164 | $23.6M | $1.9M |
| 3 | CENTRAL CABLE CONTRACTORS, INC. CENTRAL CABLE CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST |
WAUPUN WI |
| 141 |
| $22.7M |
| $1.8M |
| 4 | CUNNINGHAM CHILDRENS HOME CUNNINGHAM CHILDRENS HOME RETIREMENT PLAN | URBANA IL | 339 | $17.5M | $91K |
| 5 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $24K |
| 6 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN | MYRTLE BEACH SC | 146 | $13.4M | $17K |
| 7 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN | SAGINAW MI | 529 | $5.0M | $12K |
