Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American New World in their Schedule of Assets, totaling $2.2M 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 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $1.7M |
| 2 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $314K |
| 3 | SACRAMENTO EAR NOSE AND THROAT SURGICAL AND MEDICAL GROUP INC |
SACRAMENTO CA |
| 133 |
| $35.1M |
| $167K |
| 4 | VRF EYE SPECIALTY GROUP, PLC VRF EYE SPECIALTY GROUP 401(K) PLAN | MEMPHIS TN | 111 | $7.0M | $88 |
