Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds New Perspective Investment Option R3 in their Schedule of Assets, totaling $433K 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 | OUTER CAPE HEALTH SERVICES, INC. OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) | HARWICH PORT MA | 208 | $8.6M | $433K |
