Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American New Perspective 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAEMONETICS CORPORATION HAEMONETICS CORPORATION SAVINGS PLUS PLAN | BOSTON MA | 1,238 | $276.2M | $5.4M |
| 2 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $689K |
| 3 | VRF EYE SPECIALTY GROUP, PLC VRF EYE SPECIALTY GROUP 401(K) PLAN |
MEMPHIS TN |
| 111 |
| $7.0M |
| $145K |
| 4 | SIFT SCIENCE, INC. SIFT SCIENCE 401(K) PLAN | SAN FRANCISCO CA | 194 | $20.9M | $128K |
