Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AF New Perspective Fund in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAYO HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $3.1M |
| 2 | CRIDER, INC. CRIDER, INC. 401(K) AND PROFIT SHARING PLAN | STILLMORE GA | 797 | $10.1M | $125K |
| 3 | BAUDAX BIO, INC. BAUDAX BIO RETIREMENT PLAN |
| 9 |
| $8.1M |
| $20K |