Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Perspective R3 American Funds 0 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 | MICRO STRATEGIES, INC. MICRO STRATEGIES, INC 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 97 | $22.9M | $2.3M |
| 2 | MOBILE AIR TRANSPORT, INC. MOBILE AIR TRANSPORT SAVINGS AND SECURITY PLAN | LATHAM NY | 101 | $5.0M | $780K |
| 3 | AYERS BASEMENT SYSTEMS, LLC |
LANSING MI |
| 142 |
| $4.2M |
| $556K |
| 4 | CENTRAL STATES INDUSTRIAL EQUIPMENT & SERVICE, INC . CENTRAL STATES INDUSTRIAL EQUIPMENT AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 296 | $31.6M | $364K |
| 5 | CHUKCHANSI ECONOMIC DEVELOPMENT AUTHORITY CHUKCHANSI GOLD RESORT AND CASINO 401(K) PLAN | COARSEGOLD CA | 1,255 | $25.4M | $39K |
