Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding New Perspective Fund — R-2 in their Schedule of Assets, totaling $336K 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 | CLK MANAGEMENT COMPANY, INC. CLK MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN | HIBBING MN | 185 | $2.5M | $176K |
| 2 | LEARNING NETWORK LLC LEARNING NETWORK 401(K) PLAN | LAKEWOOD CO | 320 | $5.9M | $160K |