Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company American New Perspect Class R6 in their Schedule of Assets, totaling $547K 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 | MOELLER MFG. COMPANY LLC MOELLER ENTERPRISES 401(K) PLAN | WIXOM MI | 287 | $16.7M | $547K |
