Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amerfds New Perspective in their Schedule of Assets, totaling $1.0M 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 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN | SULPHUR LA | 680 | $60.7M | $673K |
| 2 | ROLLING PLAINS CONSTRUCTION INC. ROLLING PLAINS CONSTRUCTION EMPLOYEE SAVINGS TRUST | HENDERSON CO | 597 | $10.8M | $339K |
