Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds New Perspective Ret Opt Pooled separate account ‐ in their Schedule of Assets, totaling $6.3M 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 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $2.2M |
| 2 | NAUTILUS INTERNATIONAL HOLDING CORPORATION NAUTILUS INTERNATIONAL HOLDING CORPORATION 401(K) PLAN | LONG BEACH CA | 357 | $17.7M | $918K |
| 3 | DELAWARE CLAIMS PROCESSING FACILITY, LLC. |
WILMINGTON DE |
| 230 |
| $35.6M |
| $761K |
| 4 | KRIEGEL HOLDING COMPANY, INC. KRIEGEL HOLDING COMPANY, INC. 401(K) PLAN | VAN WERT OH | 195 | $8.0M | $567K |
| 5 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $495K |
| 6 | ALBERTELLI LAW ALBERTELLI LAW 401(K) PLAN | TAMPA FL | 188 | $7.3M | $442K |
| 7 | AIR GROUP, LLC AIR GROUP, LLC 401(K) PROFIT SHARING PLAN | WHIPPANY NJ | 532 | $38.2M | $326K |
| 8 | PREZERO US PACKAGING, LLC PREZERO US PACKAGING, LLC EMPLOYEES RETIREMENT SAVINGS 401K PLAN | OROVILLE CA | 0 | $0 | $166K |
| 9 | HAWKE MEDIA, LLC HAWKE MEDIA, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 181 | $3.6M | $129K |
| 10 | VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO KY | 221 | $5.7M | $126K |
