Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Perspective Fund- Class R3 in their Schedule of Assets, totaling $1.1M 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 | GIBSON-THOMAS ENGINEERING COMPANY, INC. GIBSON-THOMAS 401 (K) PLAN | LATROBE PA | 154 | $17.1M | $504K |
| 2 | YOUTH FOR TOMORROW-NEW LIFE CENTER, INC. YOUTH FOR TOMORROW 401(K) PLAN | BRISTOW VA | 448 | $15.2M | $458K |
| 3 | HCP PACKAGING USA INC HCP PACKAGING USA, INC. 401(K) PROFIT SHARING RETIREMENT PLAN |
SHELTON CT |
| 135 |
| $5.5M |
| $91K |