Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Af New Perspect R6 Mutual fund in their Schedule of Assets, totaling $37.0M 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 | APEX SYSTEMS, LLC APEX SYSTEMS, LLC 401(K) PLAN | GLEN ALLEN VA | 4,283 | $478.7M | $9.7M |
| 2 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. 401(K) SAVINGS PLAN | HERNDON VA | 1,647 | $443.5M | $6.7M |
| 3 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN |
LAKE SUCCESS NY |
| 3,814 |
| $763.3M |
| $5.4M |
| 4 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MODESTO CA | 488 | $483.3M | $3.1M |
| 5 | UBISOFT, INC. UBISOFT, INC. 401(K) PLAN | SAN FRANCISO CA | 546 | $129.3M | $2.2M |
| 6 | GARDINER SERVICE COMPANY GARDINER SERVICE COMPANY PROFIT SHARING & SAVINGS PLAN | SOLON OH | 256 | $39.1M | $1.7M |
| 7 | NEWFIELDS COMPANIES, LLC NEWFIELDS COMPANIES, LLC 401(K) PLAN | ATLANTA GA | 118 | $60.4M | $1.6M |
| 8 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. MANUFACTURING 401(K) PLAN | HERNDON VA | 2,078 | $99.4M | $1.1M |
| 9 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $629K |
| 10 | SML (USA), INC. SML (USA) INC. 401(K) PLAN | SECAUCUS NJ | 121 | $13.8M | $629K |