Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AF New World R6 Mutual Fund N/A in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGALZOOM.COM, INC. LEGALZOOM.COM, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 868 | $93.4M | $472K |
| 2 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $442K |
| 3 | CONSERVICE, LLC CONSERVICE, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
RIVER HEIGHTS UT |
| 3,211 |
| $67.7M |
| $432K |
| 4 | UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY AMERICAN PREPARATORY ACADEMY 401(K) PLAN | DRAPER UT | 361 | $16.5M | $322K |
| 5 | WYO-BEN, INC. WYO-BEN, INC. 401(K) RETIREMENT PLAN | BILLINGS MT | 283 | $27.6M | $77K |
| 6 | ASPHALT AND FUEL TRANSPORT, LLC ASPHALT AND FUEL TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST | TULSA OK | 152 | $12.9M | $62K |
