Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding AF New Perspect R6 in their Schedule of Assets, totaling $162.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $85.4M |
| 2 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $31.0M |
| 3 | PILLSBURY WINTHROP SHAW PITTMAN LLP PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLANS NO. 1 AND NO. 2 MASTER TRUST |
SAN FRANCISCO CA |
| — |
| $1.3B |
| $14.0M |
| 4 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $12.8M |
| 5 | AUDIA INTERNATIONAL, INC. AUDIA INTERNATIONAL, INC. 401(K) & PROFIT SHARING PLAN | WASHINGTON PA | 924 | $163.0M | $4.8M |
| 6 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M | $3.1M |
| 7 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $2.8M |
| 8 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $1.4M |
| 9 | SYNIVERSE TECHNOLOGIES LLC SYNIVERSE TECHNOLOGIES SAVINGS PLAN | TAMPA FL | 469 | $176.2M | $1.2M |
| 10 | SOUTHWEST INTERNATIONAL TRUCKS, INC. SOUTHWEST INTERNATIONAL TRUCKS, INC. 401 (K) PLAN & TRUST | DALLAS TX | 366 | $20.0M | $1.1M |
