Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer New Perspect R4 Mutual Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $822K |
| 2 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $684K |
