Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Am Fds New Persp R4 Fund in their Schedule of Assets, totaling $3.4M 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 | PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER KY | 1,162 | $91.6M | $2.5M |
| 2 | THE HOUSTONIAN CAMPUS, LLC THE HOUSTONIAN 401(K) PLAN | HOUSTON TX | 591 | $53.9M | $855K |
| 3 | CASK NX LLC CASK NX LLC 401(K) PLAN |
SAN DIEGO CA |
| 262 |
| $24.9M |
| $42K |
| 4 | HYANNIS HARBOR TOURS, INC. SCUDDER COMPANIES EMPLOYEE 401(K) PROFIT SHARING PLAN | HYANNIS MA | 138 | $13.8M | $15K |
| 5 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $3K |
