Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds New Perspective R3 -- in their Schedule of Assets, totaling $4.1M 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 | SCHIMBERG CO. SCHIMBERG CO. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 171 | $41.8M | $1.4M |
| 2 | WOM SOUTH INVESTORS, INC. WOM SOUTH INVESTORS 401(K) PLAN | CHARLOTTE NC | 101 | $8.1M | $1.1M |
| 3 | RIGHTLINE EQUIPMENT, INC. RIGHTLINE EQUIPMENT, INC. 401(K) PLAN |
RAINIER OR |
| 285 |
| $14.0M |
| $412K |
| 4 | TIMOTHY CHRISTIAN SCHOOLS TIMOTHY CHRISTIAN SCHOOLS 403(B) PLAN | ELMHURST IL | 137 | $6.3M | $364K |
| 5 | THE SILVERCREST CENTER FOR NURSING AND REHABILITATION THE SILVERCREST CENTER FOR NURSING AND REHABILITATION RETIREMENT AND SAVINGS PLAN | JAMAICA NY | 423 | $25.4M | $326K |
| 6 | GENERAL FLOOR INDUSTRIES, INC. GENERAL FLOOR INDUSTRIES, INC. 401(K) PLAN | BELLMAWR NJ | 174 | $8.1M | $221K |
| 7 | BESTCARE TREATMENT SERVICES, INC. BESTCARE TREATMENT SERVICES, INC. 403(B) PLAN | REDMOND OR | 350 | $6.2M | $214K |
| 8 | THE VILLAGE AT MANOR PARK, INC. THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN | WEST ALLIS WI | 260 | $7.3M | $17K |
| 9 | RIVER GARDEN HEBREW HOME/WOLFSON HEALTH & AGING CENTER RIVER GARDEN 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 336 | $12.9M | $13K |
