Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF NEW PERSPECTIVE R6 in their Schedule of Assets, totaling $1.4M 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 | MEDALLION FINANCIAL CORP. MEDALLION FINANCIAL CORP. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $24.2M | $728K |
| 2 | BALL VENTURES, LLC BALL VENTURES, LLC, 401(K) PLAN | IDAHO FALLS ID | 900 | $10.8M | $638K |
