Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New Perspective Fund-Class R-3 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN | LONDON KY | 186 | $8.4M | $555K |
| 2 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $297K |
| 3 | COLITE INTERNATIONAL, LTD. |
COLUMBIA SC |
| 125 |
| $5.0M |
| $166K |
| 4 | AUSTIN HABITAT FOR HUMANITY, INC. AUSTIN HABITAT FOR HUMANITY, INC. 401(K) PLAN | AUSTIN TX | 93 | $3.9M | $125K |
| 5 | STAFFORD TRANSPORT INC STAFFORD TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST | SMYRNA GA | 481 | $4.0M | $40K |
| 6 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $12K |
