Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AM FDS New Perspective R5 in their Schedule of Assets, totaling $533K 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 | MAINE COLLEGE OF ART AND DESIGN MAINE COLLEGE OF ART AND DESIGN 403(B) PLAN | PORTLAND ME | 93 | $16.2M | $307K |
| 2 | WINCHESTER THURSTON SCHOOL THE WINCHESTER THURSTON SCHOOL 403(B) RETIREMENT PLAN | PITTSBURGH PA | 163 | $29.3M | $226K |
