Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AFS Fundamental Invs R6 Mutual Funds N/A in their Schedule of Assets, totaling $2.0M 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 | FINANCIAL BUSINESS SYSTEMS, INC. FINANCIAL BUSINESS SYSTEMS, INC. 401(K) PLAN | FARGO ND | 122 | $19.2M | $2.0M |
