Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Transamerica Financial Life Insurance Company American Funds New Perspective Ret Acct in their Schedule of Assets, totaling $5.9M 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 | FERREIRA CONSTRUCTION CO., INC. FERREIRA CONSTRUCTION CO., INC. 401(K) AND PROFIT SHARING PLAN | BRANCHBURG NJ | 594 | $38.6M | $1.5M |
| 2 | BROWN'S OF BELLPORT, INC. BROWN'S OF BELLPORT 401(K) PLAN | PATCHOGUE NY | 71 | $7.2M | $1.5M |
| 3 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN |
MILES CITY MT |
| 1,143 |
| $53.2M |
| $1.4M |
| 4 | RPCS, INC. RPCS, INC. 401(K) PLAN | ROGERSVILLE MO | 933 | $4.5M | $594K |
| 5 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $300K |
| 6 | WILLOWBROOK FORD, INC. WILLOWBROOK FORD, INC. 401(K) PLAN | WILLOWBROOK IL | 164 | $10.4M | $297K |
| 7 | PROVEN PARTNERS MANUFACTURING PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN | ELGIN IL | 47 | $2.7M | $152K |
| 8 | AVANTE GROUP, INC. AVANTE GROUP, INC. 401(K) PLAN | ORLANDO FL | 1,497 | $11.6M | $93K |
