Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds New Perspective R3 " in their Schedule of Assets, totaling $8.6M 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 | CONTAINER GRAPHICS CORPORATION CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN | CARY NC | 314 | $40.6M | $1.4M |
| 2 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $1.4M |
| 3 | THE THRASHER GROUP, INC. |
BRIDGEPORT WV |
| 329 |
| $27.4M |
| $952K |
| 4 | CONSOLIDATED METAL PRODUCTS CO, INC. CONSOLIDATED METAL PRODUCTS CO. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 135 | $13.2M | $929K |
| 5 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $714K |
| 6 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $683K |
| 7 | THE BRONX DEFENDERS THE BRONX DEFENDERS 403(B) PLAN | BRONX NY | 440 | $25.6M | $598K |
| 8 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $427K |
| 9 | BEENE HOLDINGS, INC. BEENE HOLDINGS, INC. RETIREMENT PLAN | ATHENS TN | 114 | $8.7M | $340K |
| 10 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $279K |
