Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American New Perspective Fund - in their Schedule of Assets, totaling $22.0M 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 | N & M TRANSFER CO., INC. N & M TRANSFER CO. INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 694 | $107.0M | $5.1M |
| 2 | METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH MN | 554 | $391.1M | $2.4M |
| 3 | KODIAK GYPSUM MOUNTAIN STATES LLC |
ENGLEWOOD CO |
| 5,941 |
| $193.5M |
| $2.0M |
| 4 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $1.7M |
| 5 | COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK NY | 0 | $0 | $1.6M |
| 6 | CENTRAL METHODIST UNIVERSITY CENTRAL METHODIST UNIVERSITY DC RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN | FAYETTE MO | 351 | $42.7M | $1.6M |
| 7 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $1.4M |
| 8 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $1.4M |
| 9 | HISTORIC TOURS OF AMERICA, INC H.T.A. CAST RETIREMENT PLAN | ST. AUGUSTINE FL | 853 | $19.0M | $1.2M |
| 10 | TRIANGLE CHEMICAL COMPANY TRIANGLE CHEMICAL PROFIT SHARING 401(K) PLAN | MACON GA | 242 | $56.4M | $1.1M |
