Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Amfds New Prspct R6 Mutual fund - 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.
| # | 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 | SYSTEMS PLUS INC SYSTEMS PLUS INC 401K PROFIT SHARING PLAN | ROCKVILLE MD | 138 | $9.5M | $618K |
| 3 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN |
FRESNO CA |
| 135 |
| $4.3M |
| $191K |
| 4 | COLWEN MANAGEMENT, INC. COLWEN MANAGEMENT, INC. 401(K) BENEFIT PLAN | PORTSMOUTH NH | 869 | $16.3M | $129K |
| 5 | GARDANT MANAGEMENT SOLUTIONS, INC. GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | KANKAKEE IL | 138 | $7.6M | $73K |
| 6 | SANIBEL CAPTIVA BEACH RESORTS, LLC SANIBEL CAPTIVA BEACH RESORTS, LLC | CAPTIVA ISLAND FL | 112 | $3.5M | $57K |
| 7 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $39K |
| 8 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $27K |
| 9 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | ONTARIO OH | 111 | $2.8M | $17K |
