Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AF New Perspect R6 Mutual funds in their Schedule of Assets, totaling $9.2M 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 | OPKO HEALTH, INC. OPKO HEALTH, INC. 401(K) PLAN | MIAMI FL | 2,272 | $225.1M | $7.0M |
| 2 | OPTINOSE US, INC. OPTINOSE 401(K) PLAN | YARDLEY PA | 130 | $23.9M | $795K |
| 3 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN | LANCASTER |
| 494 |
| $50.5M |
| $773K |
| 4 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $369K |
| 5 | PRIMMA LLC PRIMMA LLC 401(K) PLAN | ROSLYN NY | 188 | $14.6M | $260K |
