Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American New Perspective Mutual Funds in their Schedule of Assets, totaling $8.9M 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 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $4.1M |
| 2 | TUNICA-BILOXI INDIANS OF LOUISIANA TUNICA-BILOXI INDIANS OF LOUISIANA 401(K) SAVINGS PLAN | MARKSVILLE LA | 1,020 | $22.1M | $2.0M |
| 3 | ARORA AND ASSOCIATES, P.C. |
LAWRENCEVILLE NJ |
| 115 |
| $38.8M |
| $1.5M |
| 4 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $841K |
| 5 | AEGEUS MANAGEMENT SERVICES AEGEUS 401(K) PLAN | HOUSTON TX | 235 | $26.6M | $276K |
| 6 | NUMERIX LLC NUMERIX LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $22.5M | $148K |
| 7 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $43K |
