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 Mutual Fund in their Schedule of Assets, totaling $690K 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 | MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN MID FLORIDA COMMUNITY SERVICES, INC. 403(B) | BROOKSVILLE FL | 328 | $10.2M | $385K |
| 2 | BRIGHTON CENTER BRIGHTON CENTER 403B EMPLOYER-SPONSORED PLAN | SAN ANTONIO TX | 202 | $8.7M | $224K |
| 3 | HANALANI SCHOOLS HANALANI SCHOOLS 403B PLAN |
MILILANI HI |
| 124 |
| $7.3M |
| $58K |
| 4 | CENTER CITY PUBLIC CHARTER SCHOOLS CENTER CITY PCS 401K PLAN | WASHINGTON DC | 256 | $18.3M | $23K |
