Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Amfds New Prspct R6 Mutual fund - in their Schedule of Assets, totaling $1.5M 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 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $1.0M |
| 2 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 135 | $4.3M | $191K |
| 3 | GARDANT MANAGEMENT SOLUTIONS, INC. GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN |
KANKAKEE IL |
| 138 |
| $7.6M |
| $73K |
| 4 | SANIBEL CAPTIVA BEACH RESORTS, LLC SANIBEL CAPTIVA BEACH RESORTS, LLC | CAPTIVA ISLAND FL | 112 | $3.5M | $57K |
| 5 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $39K |
| 6 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $27K |
| 7 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | ONTARIO OH | 111 | $2.8M | $17K |
