Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Funds New Persp Fund, R6 Pooled Separate Account * MN Life Insurance Co. in their Schedule of Assets, totaling $2.0M 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 | DUNAVANT ENTERPRISES, INC. DUNAVANT ENTERPRISES, INC. REVISED PROFIT SHARING PLAN | MEMPHIS TN | 150 | $28.6M | $1.8M |
| 2 | COMMUNITY LIVING, INC. COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN | ST. PETERS MO | 153 | $7.1M | $125K |
