Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American American New Perspective in their Schedule of Assets, totaling $20.9M 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 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $16.8M |
| 2 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $4.1M |
