Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amerfds New Perspective R6 in their Schedule of Assets, totaling $1.1M 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 | KNOX COMMUNITY HOSPITAL KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MT VERNON OH | 1,378 | $52.5M | $810K |
| 2 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $111K |
| 3 | BLUEPRINTS BLUEPRINTS RETIREMENT PLAN |
WASHINGTON PA |
| 521 |
| $9.4M |
| $98K |
| 4 | PENINSULA HUMANE SOCIETY & SPCA PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN | BURLINGAME CA | 162 | $13.6M | $45K |
| 5 | JAGUAR TRANSPORT HOLDINGS LLC JAGUAR TRANSPORT HOLDINGS 401K PLAN | JOPLIN MO | 291 | $8.2M | $23K |
