Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMFDS NEW PRSPCT R3 MUTUAL FUNDS in their Schedule of Assets, totaling $281K 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 | FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC. FAMILY HEALTH CENTER 401(K) PLAN | TISHOMINGO OK | 157 | $4.4M | $144K |
| 2 | GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER AZ | 487 | $5.3M | $129K |
| 3 | EPIC AIRCRAFT LLC EPIC AIRCRAFT LLC 401(K) PLAN |
BEND OR |
| 486 |
| $8.9M |
| $8K |
