Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amerfds New Perspective R6 Mutual fund in their Schedule of Assets, totaling $380K 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 | HAWAII DENTAL GROUP, INC. HAWAII DENTAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 201 | $15.6M | $259K |
| 2 | DORAN COMPANIES LLC DORAN COMPANIES 401K PLAN | BLOOMINGTON MN | 99 | $9.9M | $121K |
