Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American New Perspective Fund R6 Mutual Fund, dividends and interest reinvested N/A in their Schedule of Assets, totaling $3.5M 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 | STATE BANKSHARES, INC. STATE BANKSHARES 401(K) PROFIT SHARING PLAN | FARGO ND | 1,878 | $319.4M | $3.5M |
