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 Mutual fund in their Schedule of Assets, totaling $2.3M 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 | VALCO CINCINNATI, INC. VALCO CINCINNATI, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 243 | $34.9M | $2.1M |
| 2 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN | CLINTON IN | 274 | $10.5M | $170K |
