Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s (held by Reliance Trust Company) American Funds American Funds New Perspective in their Schedule of Assets, totaling $20K 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 | SMS MILL SERVICES, LLC SMS MILL SERVICES, LLC 401(K) PLAN & TRUST | EAST CHICAGO IN | 78 | $1.4M | $20K |
