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 Company American Funds New Perspective # in their Schedule of Assets, totaling $137K 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 | SUSPA, INCORPORATED SUSPA, INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST | GRAND RAPIDS MI | 143 | $12.7M | $137K |
