Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amerfds New World R6 in their Schedule of Assets, totaling $623K 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 | RODDA PAINT CO. RODDA PAINT CO. 401K PLAN | PORTLAND OR | 408 | $35.2M | $412K |
| 2 | BETHESDA ASSOCIATES BETHESDA 403B RETIREMENT PLAN | COLORADO SPRINGS CO | 1,109 | $20.6M | $90K |
| 3 | ZSCHIMMER AND SCHWARZ INC. ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN |
MILLEDGEVILLE GA |
| 183 |
| $13.6M |
| $72K |
| 4 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $49K |
