Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds New Perspective R3 Mutual fund in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN GIFT CORPORATION AMERICAN GIFT CORPORATION RETIREMENT SAVINGS PLAN | MIAMI FL | 146 | $16.6M | $1.3M |
| 2 | AIRX CLIMATE SOLUTIONS, INC. AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN | YUKON OK | 570 | $31.7M | $586K |
| 3 | ROYAL PLYWOOD COMPANY, LLC ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN |
CERRITOS CA |
| 226 |
| $20.4M |
| $334K |
| 4 | LEVY SCHOOL BUS CO. LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN | TRUMBAUERSVILLE PA | 168 | $4.1M | $238K |
| 5 | RELIABLE MANAGEMENT SOLUTIONS RELIABLE MANAGEMENT SOLUTIONS 401K PLAN | RENO NV | 454 | $4.7M | $229K |
| 6 | POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK NY | 109 | $17.4M | $162K |
| 7 | COMMERCIAL CUSTOM SEATING AND UPHOLSTERY, INC. THE COMMERCIAL CUSTOM SEATING AND UPHOLSTERY, INC. RETIREMENT SAVINGS PLAN | GARDEN GROVE CA | 102 | $9.1M | $142K |
| 8 | SOUTHEAST FOODS LLC SOUTHEAST FOODS LLC 401(K) PROFIT SHARING PLAN & TRUST | MONROE LA | 210 | $19.5M | $60K |
| 9 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $30K |
| 10 | FRIAR TUX SHOP FRIAR TUX SHOP 401(K) PLAN | ANAHEIM CA | 212 | $4.1M | $20K |
