Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amfds New Econ R6 Mutual Funds in their Schedule of Assets, totaling $4.6M 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $4.3M |
| 2 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $220K |
| 3 | LACALLE GROUP, LLC |
AUSTIN TX |
| 150 |
| $20.9M |
| $43K |
