Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding New Perspective Fund-R3 Mutual Fund in their Schedule of Assets, totaling $182K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORTLAND COMMUNITY HEALTH CENTER PORTLAND COMMUNITY HEALTH CENTER 403(B) PLAN | SOUTH PORTLAND ME | 175 | $5.6M | $110K |
| 2 | BEHAVIORAL HEALTH ASSOCIATES BEHAVIORAL HEALTH ASSOCIATES 401(K) PLAN | LEHIGHTON PA | 328 | $2.5M | $60K |
| 3 | GOODWILL INDUSTRIES OF ERIE, HURON, OTTAWA AND SANDUSKY COUNTIES, INC. |
SANDUSKY OH |
| 189 |
| $1.1M |
| $11K |
| 4 | HATTENHAUER DISTRIBUTING CO. HATTENHAUER DISTRIBUTING PROFIT SHARING PLAN | THE DALLES OR | 113 | $2.8M | $2K |
