Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Talcott Resolution Life Insurance Company American Funds New Perspective R3 in their Schedule of Assets, totaling $1.5M 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 | BETE FOG NOZZLE, INC. BETE FOG NOZZLE, INC. RETIREMENT PROGRAM | GREENFIELD MA | 139 | $16.9M | $1.5M |
| 2 | F. GAVINA & SONS, INC. F. GAVINA & SONS, INC. 401(K) PROFIT SHARING PLAN | VERNON CA | 265 | $40.3M | $28K |
