Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amfds New Prspct R6 in their Schedule of Assets, totaling $2.2M 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 | JASCO PRODUCTS COMPANY LLC JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 324 | $49.0M | $865K |
| 2 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $750K |
| 3 | THOMPSON PUMP AND MANUFACTURING CO. |
PORT ORANGE FL |
| 114 |
| $15.2M |
| $552K |
| 4 | RIDGLEA COUNTRY CLUB RIDGLEA COUNTRY CLUB RETIREMENT PLAN | FORT WORTH TX | 157 | $3.4M | $5K |
| 5 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $2K |
