Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AF New World Fund in their Schedule of Assets, totaling $606K 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 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $367K |
| 2 | THE CHANNEL COMPANY, LLC THE CHANNEL COMPANY 401(K) PLAN | NEEDHAM MA | 261 | $36.5M | $210K |
| 3 | BAUDAX BIO, INC. BAUDAX BIO RETIREMENT PLAN |
MALVERN PA |
| 9 |
| $8.1M |
| $29K |