Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American New Perspective N/R in their Schedule of Assets, totaling $1.3M 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 | STEPTOE & JOHNSON PLLC STEPTOE & JOHNSON PLLC 401(K) PLAN | BRIDGEPORT WV | 724 | $188.9M | $1.3M |
