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 Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | UNICO PROPERTIES LLC THE UNICO 401(K) PLAN | SEATTLE WA | 213 | $62.6M | $1.7M |
| 2 | COMMUNITY ACTION PARTNERSHIP OF MID-NEBRASKA COMMUNITY ACTION PARTNERSHIP OF MID-NEBRASKA 403(B) PLAN | KEARNEY NE | 237 | $5.7M | $287K |
| 3 | ROTHY'S, INC. ROTHY'S, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 371 |
| $17.1M |
| $99K |
