Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life Insurance Co. AmerFunds New Perspective in their Schedule of Assets, totaling $2K 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 | DENNARD ENTERPRISES, INC. WINGS N MORE EMPLOYEES 401(K) PLAN | COLLEGE STATION TX | 109 | $4.0M | $2K |
