Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding New Perspective Fund Pooled separate account - in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $1.6M |
| 2 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $1.1M |
| 3 | IVAN SMITH FURNITURE COMPANY, LLC |
SHREVEPORT LA |
| 541 |
| $11.5M |
| $734K |
| 4 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 129 | $19.0M | $349K |
| 5 | ENOVIX CORPORATION ENOVIX CORPORATION PROFIT SHARING 401(K) PLAN | FREMONT CA | 108 | $20.2M | $266K |
| 6 | LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE AK | 152 | $20.7M | $255K |
| 7 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $196K |
| 8 | MOUNTAIN F. ENTERPRISES, INC. MOUNTAIN F. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FOLSOM CA | 323 | $13.5M | $166K |
| 9 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $165K |
| 10 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $147K |
