Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life Insurance Company AmerFunds Perspective in their Schedule of Assets, totaling $80K 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 | STOLER OF WESTBURY, INC. STOLER OF WESTBURY, INC. 401(K) PLAN | WESTBURY NY | 264 | $8.0M | $52K |
| 2 | BUONA BEEF, LLC BUONA BEEF PROFIT SHARING & 401(K) PLAN AND TRUST | BURR RIDGE IL | 1,194 | $10.4M | $28K |
