Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Amer Funds New Persp Fund, R6 Pooled Separate Account in their Schedule of Assets, totaling $2.7M 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 | CUSTOM PRODUCTS OF LITCHFIELD, INC. CUSTOM PRODUCTS RETIREMENT PLAN | LITCHFIELD MN | 107 | $7.5M | $1.3M |
| 2 | MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN | WINSTED MN | 539 | $34.9M | $513K |
| 3 | INOVIO PHARMACEUTICALS, INC. |
SAN DIEGO CA |
| 124 |
| $37.6M |
| $278K |
| 4 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 341 | $16.7M | $272K |
| 5 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 342 | $13.7M | $228K |
| 6 | SHAW/STEWART LUMBER COMPANY SHAW/STEWART LUMBER COMPANY SALARY SAVINGS PLAN | MINNEAPOLIS MN | 101 | $17.3M | $58K |
| 7 | REVISION SKINCARE LLC REVISION SKINCARE 401(K) PLAN | IRVING TX | 157 | $12.7M | $27K |
| 8 | GOODIER COSMETICS, LLC GOODIER COSMETICS LLC, 401(K) PLAN | DALLAS TX | 137 | $6.0M | $6K |
