Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Transamerica Life Ins Co Amer Fds New Perspective Inv in their Schedule of Assets, totaling $3.5M 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 | KENNEDY AUTOMOTIVE GROUP, INC. KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN | FEASTERVILLE PA | 324 | $36.9M | $2.1M |
| 2 | EGO, INC. DBA BRAULT EMERGENCY GROUPS' OFFICE 401(K) PLAN | SAN DIMAS CA | 221 | $9.5M | $433K |
| 3 | PR MANAGEMENT, CORP. PR MANAGEMENT, CORP. RETIREMENT PLAN |
FRAMINGHAM MA |
| 1,331 |
| $10.8M |
| $330K |
| 4 | P.S. GREETINGS, INC. P.S. GREETINGS, INC. PROFIT SHARING PLAN | CHICAGO IL | 2 | $6.8M | $240K |
| 5 | CALIFORNIA BOX COMPANY CALIFORNIA BOX COMPANY 401K PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 404 | $7.4M | $233K |
| 6 | STERLING BV, INC. STERLING BV, INC. 401(K) PLAN | SAN ANTONIO TX | 946 | $4.2M | $99K |
| 7 | S4, INC. S4, INC. 401(K) PLAN | BEDFORD MA | 53 | $6.4M | $93K |
| 8 | DIAKON LOGISTICS DIAKON LOGISTICS 401(K) PLAN | WARRENTON VA | 37 | $1.9M | $3K |
