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 $1.4M 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 | MILLERBERND MANUFACTURING COMPANY MILLERBERND MANUFACTURING COMPANY PROFIT SHARING PLAN | WINSTED MN | 539 | $34.9M | $513K |
| 2 | INOVIO PHARMACEUTICALS, INC. INOVIO PHARMACEUTICALS, INC. 401(K) PLAN | SAN DIEGO CA | 124 | $37.6M | $278K |
| 3 | PACA, INC. PACA, INC. 401(K) PLAN |
CHASKA MN |
| 341 |
| $16.7M |
| $272K |
| 4 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 342 | $13.7M | $228K |
| 5 | SHAW/STEWART LUMBER COMPANY SHAW/STEWART LUMBER COMPANY SALARY SAVINGS PLAN | MINNEAPOLIS MN | 101 | $17.3M | $58K |
| 6 | REVISION SKINCARE LLC REVISION SKINCARE 401(K) PLAN | IRVING TX | 157 | $12.7M | $27K |
| 7 | THE ANDERSON CONSULTING GROUP, INC. THE ANDERSON CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN | ROSEMOUNT MN | 91 | $9.9M | $8K |
| 8 | GOODIER COSMETICS, LLC GOODIER COSMETICS LLC, 401(K) PLAN | DALLAS TX | 137 | $6.0M | $6K |
