Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American New Perspective Mutual fund - in their Schedule of Assets, totaling $13.8M 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 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $10.4M |
| 2 | FRED ALGER & COMPANY, LLC FRED ALGER & COMPANY, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $108.0M | $2.3M |
| 3 | ROEBBELEN MANAGEMENT, INC. |
EL DORADO HILLS CA |
| 196 |
| $31.6M |
| $694K |
| 4 | ARAMSCO, INC. ARAMSCO, INC. 401(K) RETIREMENT PLAN | RADNOR PA | 1,050 | $41.0M | $433K |
