Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMER FD NEW PERSPECTIVE R4 Registered Investment Company in their Schedule of Assets, totaling $40.4M 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 | CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE CA | 1,184 | $259.6M | $16.9M |
| 2 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $10.5M |
| 3 | SUNKIST GROWERS, INC. SUNKIST MATCH PLUS SAVINGS PLAN |
VALENCIA CA |
| 452 |
| $116.7M |
| $8.0M |
| 4 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $3.3M |
| 5 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $1.7M |
