Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American New Perspective R5 in their Schedule of Assets, totaling $430K 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 | VISION33, INC. VISION33 401K PLAN | IRVINE CA | 100 | $12.3M | $209K |
| 2 | FRUTH, INC. FRUTH PHARMACY 401(K) PLAN | NITRO WV | 249 | $18.5M | $134K |
| 3 | SCOTT-MACON, LLC SCOTT-MACON, LLC 401(K) PLAN | HOUSTON TX | 139 |
| $18.0M |
| $87K |
