Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Am Fds New Persp R3 Fund in their Schedule of Assets, totaling $99K 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 | GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. GOODWILL INDUSTRIES OF NORTH FLORIDA RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 835 | $3.5M | $71K |
| 2 | AGRI-POWER, INC. AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN | HOPKINSVILLE KY | 532 | $22.2M | $27K |
