Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Nw Prspctv R3 Registered Investment Company in their Schedule of Assets, totaling $3.0M 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 | THE KIEMLE HANKINS COMPANY THE KIEMLE HANKINS COMPANY EMPLOYEE 'S 401K PLAN | PERRYSBURG OH | 104 | $23.3M | $1.1M |
| 2 | THE NEW ENGLAND CENTER FOR CHILDREN INC. THE NEW ENGLAND CENTER FOR CHILDREN, INC. TAX DEFERRED ANNUITY PLAN | SOUTHBOROUGH MA | 469 | $25.1M | $475K |
| 3 | WISCONSIN ATHLETIC CLUB, LLC |
WEST ALLIS WI |
| 120 |
| $6.9M |
| $459K |
| 4 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $297K |
| 5 | CITIZENS TRUST BANK CITIZENS TRUST BANK 401(K) RETIREMENT PLAN | ATLANTA GA | 128 | $10.3M | $291K |
| 6 | AMERICAN TECHNOLOGY SOLUTIONS AMERICAN TECHNOLOGY SOLUTIONS INTERNATIONAL CORPORATION 401(K) PLAN | FREDERICKSBURG VA | 143 | $8.0M | $282K |
| 7 | CFC, INC. D/B/A COLUMBUS FOODS CFC, INC. EMPLOYEES' PROFIT SHARING & 401K PLAN | DES PLAINES IL | 132 | $18.6M | $87K |
