Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMFDS NEW WLD R3 MUTUAL FUNDS in their Schedule of Assets, totaling $115K 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 | GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER AZ | 487 | $5.3M | $90K |
| 2 | FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC. FAMILY HEALTH CENTER 401(K) PLAN | TISHOMINGO OK | 157 | $4.4M | $25K |
