Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American funds New Perspective Fund-R3 in their Schedule of Assets, totaling $2.0M 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 | TOYO SEAT USA CORPORATION TOYO SEAT USA RETIREMENT AND SAVINGS 401(K) PLAN | IMLAY CITY MI | 266 | $22.2M | $860K |
| 2 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $290K |
| 3 | PROMESA, INC. PROMESA MANAGEMENT PLAN | BRONX NY | 359 | $22.6M | $232K |
| 4 | BANKONIT, LLC BANKONIT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 199 | $6.3M | $167K |
| 5 | NEW YORK HOME HEALTH HOLDINGS NEW YORK HOME HEALTH HOLDINGS 401(K) PROFIT SHARING PLAN | RIDGEFIELD PARK NJ | 12,617 | $3.7M | $150K |
| 6 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $140K |
| 7 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $89K |
| 8 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $63K |
| 9 | ELMWOOD OF FREMONT, LTD. ELMWOOD COMMUNITIES 401(K) PLAN | GREEN SPRINGS OH | 238 | $3.5M | $18K |
| 10 | ACME MECHANICAL CONTRACTORS OF VIRGINIA, INC. ACME MECHANICAL CONTRACTORS OF VIRGINIA, INC. 401(K) PLAN | MANASSAS VA | 124 | $5.2M | $4K |
