Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Service Company Am Fds New Persp R3 Fund in their Schedule of Assets, totaling $367K 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 | WHITMAN-WALKER CLINIC, INC. WHITMAN-WALKER HEALTH 403(B) PLAN | WASHINGTON DC | 311 | $25.4M | $367K |
