Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Perspective R3 Pooled Separate Account 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BPC CORPORATION BPC CORPORATION 401(K) PLAN | COOKEVILLE TN | 245 | $24.4M | $1.2M |
| 2 | BRUCETON FARM SERVICE, INC. BRUCETON FARM SERVICE, INC. 401(K) PLAN | MORGANTOWN WV | 165 | $6.4M | $408K |
| 3 | WAVESTREAM CORPORATION WAVESTREAM CORPORATION 401(K) PLAN |
SAN DIMAS CA |
| 139 |
| $19.4M |
| $280K |
| 4 | HILLSDALE FURNITURE LLC HILLSDALE FURNITURE LLC 401K PROFIT SHARING PLAN | LOUISVILLE KY | 133 | $7.9M | $124K |
