Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American New Perspective R6 Registered investment company in their Schedule of Assets, totaling $9.1M 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 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $2.7M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $1.5M |
| 3 | THERMON, INC. THERMON INC. 401(K) PLAN |
| 663 |
| $70.9M |
| $1.4M |
| 4 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $1.2M |
| 5 | FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW WA | 287 | $49.6M | $648K |
| 6 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $535K |
| 7 | EQUITRUST LIFE INSURANCE COMPANY EQUITRUST LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | CHICAGO IL | 490 | $34.9M | $408K |
| 8 | LOWEN CORPORATION LOWEN CORPORATION 401(K) PLAN | HUTCHINSON KS | 201 | $12.3M | $373K |
| 9 | SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS CA | 174 | $10.1M | $229K |
| 10 | FIOR DI SOLE, LLC FIOR DI SOLE, LLC 401(K) PROFIT SHARING PLAN | NAPA CA | 200 | $5.2M | $46K |
