Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Trust Company, LLC American Funds New Perspective R3 in their Schedule of Assets, totaling $950K 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 | DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. 401(K) RETIREMENT PLAN | ST. CLOUD MN | 139 | $23.2M | $950K |
