Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $285K 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 | PRIORITY PLASTICS INC. PRIORITY PLASTICS INC. 401K PLAN | PORTLAND IN | 205 | $8.2M | $160K |
| 2 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $76K |
| 3 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS TSA PLAN |
ST LOUIS MO |
| 157 |
| $4.5M |
| $39K |
| 4 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS PENSION PLAN | ST LOUIS MO | 157 | $1.6M | $10K |
