Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Perspective R3 Registered investment company in their Schedule of Assets, totaling $617K 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 | SYSTIMA TECHNOLOGIES, INC. SYSTIMA TECHNOLOGIES, INC. 401(K) PLAN | MUKILTEO WA | 220 | $11.9M | $360K |
| 2 | SANTA BARBARA NEIGHBORHOOD CLINICS THE SANTA BARBARA NEIGHBORHOOD CLINICS 403(B) PLAN | SANTA BARBARA CA | 203 | $6.7M | $257K |
