Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American New Perspective Fund Mutual fund in their Schedule of Assets, totaling $27.7M 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 | SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA OH | 765 | $106.6M | $8.8M |
| 2 | HORIBA INSTRUMENTS INCORPORATED HORIBA INSTRUMENTS INCORPORATED 401(K) PLAN | IRVINE CA | 865 | $190.1M | $8.1M |
| 3 | EAGLE SYSTEMS, INC. |
CALIFORNIA MD |
| 256 |
| $44.4M |
| $3.5M |
| 4 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $3.1M |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $2.3M |
| 6 | THE QUALITY CASTINGS COMPANY THE QUALITY CASTINGS COMPANY 401(K) PLAN AND EDUCATIONAL FUND | ORRVILLE OH | 316 | $20.4M | $594K |
| 7 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $547K |
| 8 | ST JOSEPHS COMMUNITY HEALTH SERVICES INC ST. JOSEPH'S HEALTH SERVICES, INC. 401(K) PLAN | HILLSBORO WI | 177 | $17.4M | $365K |
| 9 | CASE DESIGN/REMODELING,INC. THE CASE DESIGN/REMODELING, INC. 401(K) RETIREMENT SAVINGS PLAN | BETHESDA MD | 131 | $22.1M | $207K |
| 10 | W.G. CLARK CONSTRUCTION CO. W.G. CLARK CONSTRUCTION CO. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | SEATTLE WA | 135 | $56.6M | $137K |
