Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding AMER FUNDS NEW PERSPECTIVE-R3 in their Schedule of Assets, totaling $8.3M 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 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $2.1M |
| 2 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $886K |
| 3 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN |
MONTVALE NJ |
| 114 |
| $30.8M |
| $737K |
| 4 | BINSONS HOSPITAL SUPPLIES, INC. BINSON'S HOSPITAL SUPPLIES, INC. 401(K) PLAN | CENTER LINE MI | 705 | $10.3M | $682K |
| 5 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $646K |
| 6 | FERRARO FOODS OF NEW JERSEY LLC FERRARO FOODS OF NEW JERSEY LLC 401(K) PLAN | PISCATAWAY NJ | 873 | $35.9M | $635K |
| 7 | A.G. SIMPSON USA INC. A.G. SIMPSON (USA) INC. RETIREMENT PLAN | STERLING HEIGHTS MI | 574 | $15.9M | $435K |
| 8 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $298K |
| 9 | INDEPENDENT LIVING ASSOCIATION INDEPENDENT LIVING PROFIT SHARING PLAN - UNION | BROOKLYN NY | 492 | $7.7M | $272K |
| 10 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $225K |
