Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Reliance Trust Company American Funds New Perspective R3 in their Schedule of Assets, totaling $83K 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 | TORWEST, INC TORWEST, INC. 401(K) PLAN | VERO BEACH FL | 182 | $8.6M | $83K |
