Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AF New Perspect R6 Mutual fund N/A in their Schedule of Assets, totaling $3.2M 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 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $1.7M |
| 2 | WEST TEXAS HEALTH, PLLC WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN | ABILENE TX | 178 | $17.4M | $619K |
| 3 | ARNEL DEVELOPMENT COMPANY ARNEL SAVINGS INCENTIVE PLAN |
COSTA MESA CA |
| 209 |
| $20.5M |
| $384K |
| 4 | AURORA PLASTICS, INC. AURORA PLASTICS, INC. PROFIT SHARING PLAN | STREETSBORO OH | 280 | $17.6M | $364K |
| 5 | LEON FARMER & COMPANY LEON FARMER & COMPANY 401(K) PLAN | ATHENS GA | 206 | $12.7M | $66K |
| 6 | WATERFRONT BRANDS WATERFRONT BRANDS RETIREMENT PLAN | FERGUS FALLS MN | 314 | $10.8M | $62K |
