Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American New Perspective R6 " in their Schedule of Assets, totaling $47.9M 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 | NETJETS INC. NETJETS INC. 401(K) PLAN | COLUMBUS OH | 3,191 | $835.6M | $31.8M |
| 2 | THYSSENKRUPP MATERIALS NA, INC. THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN | SOUTHFIELD MI | 4,032 | $387.9M | $7.9M |
| 3 | ALEDADE, INC. ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN |
BETHESDA MD |
| 1,574 |
| $98.5M |
| $2.6M |
| 4 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $1.2M |
| 5 | NCS TECHNOLOGIES, INC. NCS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANASSAS VA | 132 | $19.7M | $1.0M |
| 6 | COUNTY INSULATION COMPANY COUNTY INSULATION COMPANY 401K PROFIT SHARING PLAN | NEW CASTLE DE | 167 | $12.7M | $935K |
| 7 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $646K |
| 8 | INLET HEALTH, INC. INLET HEALTH 401(K) PLAN | ELIZABETHTOWN KY | 678 | $12.3M | $364K |
| 9 | REPUBLIC FIRST BANK REPUBLIC BANK 401(K) & PROFIT SHARING PLAN | DALLAS TX | 0 | $36.3M | $247K |
| 10 | TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR FL | 176 | $18.4M | $213K |
