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 Registered Investment Company Amer Funds New Persp R3 Fd - in their Schedule of Assets, totaling $245K 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 | COMMUNITY MANAGEMENT ASSOCIATES, INC. CMA RETIREMENT PLAN | ATLANTA GA | 288 | $9.2M | $245K |
