Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding AMF NEW PERSPECTIVE FUND R2E in their Schedule of Assets, totaling $620K 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 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $165K |
| 2 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $95K |
| 3 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN |
EL DORADO HILLS CA |
| 302 |
| $7.7M |
| $94K |
| 4 | 127 GROUP, LLC 127 GROUP 401K PLAN | PALM BEACH GARDENS FL | 273 | $3.8M | $49K |
| 5 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $48K |
| 6 | COVR FINANCIAL TECHNOLOGIES, INC COVR 401K PLAN | BOISE ID | 113 | $2.1M | $40K |
| 7 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $32K |
| 8 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $27K |
| 9 | NEW ENGLAND NEWSPAPERS, INC NEW ENGLAND NEWSPAPERS, INC. 401(K) PLAN | PITTSFIELD MA | 107 | $3.1M | $26K |
| 10 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $15K |
