Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding AF New Perspect R6 Registered Investment Company in their Schedule of Assets, totaling $17.5M 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 | SNOWFLAKE INC. SNOWFLAKE INC. 401(K) PLAN | MENLO PARK CA | 4,771 | $529.4M | $5.5M |
| 2 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER RETIREMENT SAVINGS PLAN | CHICO CA | 4,107 | $402.8M | $4.4M |
| 3 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN |
CHICO CA |
| 3,698 |
| $244.0M |
| $2.2M |
| 4 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $1.9M |
| 5 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $1.4M |
| 6 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN | SEATTLE WA | 352 | $71.1M | $550K |
| 7 | MILES PARTNERSHIP LLC MILES PARTNERSHIP LLC 401(K)PLAN | SARASOTA FL | 379 | $37.2M | $386K |
| 8 | TEPA, LLC TEPA, LLC 401(K) RETIREMENT PLAN | KANSAS CITY MO | 503 | $30.0M | $213K |
| 9 | MORRIS, MANNING & MARTIN LLP MMM ASSOCIATE 401(K) PLAN | ATLANTA GA | 100 | $14.3M | $197K |
| 10 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $166K |
