Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AF New World Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC. D/B/A INSTACART MAPLEBEAR INC. D/B/A INSTACART RETIREMENT PLAN | SAN FRANCISCO CA | 2,641 | $297.0M | $594K |
| 2 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $420K |
| 3 | CRYSTAL DYNAMICS, INC. CRYSTAL DYNAMICS, INC. 401(K) PLAN |
SAN MATEO CA |
| 319 |
| $59.6M |
| $297K |
| 4 | MCCARTHY-BUSH CORPORATION MCCARTHY - BUSH COMPANIES 401(K) PLAN | DAVENPORT IA | 204 | $33.7M | $123K |