Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding AF Af New World R6 in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 249 | $88.4M | $501K |
| 2 | HENRY SCHEIN ONE, LLC HENRY SCHEIN ONE 401(K) PLAN | AMERICAN FORK UT | 1,299 | $85.8M | $292K |
| 3 | ALTIUM, INC. ALTIUM, INC. 401(K) PLAN |
LA JOLLA CA |
| 333 |
| $26.0M |
| $223K |
| 4 | HMTX INDUSTRIES LLC HMTX INDUSTRIES LLC 401(K) PLAN | NORWALK CT | 208 | $23.1M | $194K |
| 5 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $138K |
| 6 | RELIABLE CARRIERS, INC. RELIABLE CARRIERS, INC. 401(K) PLAN | CANTON MI | 161 | $13.1M | $111K |
| 7 | WOMENCARE, INC. WOMENCARE, INC. 401(K) PLAN | SCOTT DEPOT WV | 284 | $8.4M | $67K |
| 8 | HILL & WILKINSON CONSTRUCTION GROUP, LTD HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN | RICHARDSON TX | 405 | $44.6M | $12K |
