Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American New Perspective R6 Mutual fund - in their Schedule of Assets, totaling $28.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $5.7M |
| 2 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN | ST. PAUL KS | 275 | $20.0M | $2.9M |
| 3 | COLUMBUS MCKINNON CORPORATION COLUMBUS MCKINNON CORPORATION THRIFT 401(K) PLAN |
GETZVILLE NY |
| 1,592 |
| $237.7M |
| $2.7M |
| 4 | INDUSTRIAL MANUFACTURING COMPANY, LLC IMC COMPANIES 401(K) & INVESTMENT PLAN | BRECKSVILLE OH | 1,134 | $159.1M | $2.7M |
| 5 | SOUTHERN VETERINARY PARTNERS, LLC SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN | BIRMINGHAM AL | 10,271 | $183.0M | $2.4M |
| 6 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $2.0M |
| 7 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $1.5M |
| 8 | ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX AZ | 1,122 | $45.6M | $1.2M |
| 9 | HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 100 | $23.1M | $1.1M |
| 10 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $911K |
