Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Amfds New Wld R6 Mutual fund in their Schedule of Assets, totaling $2.4M 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 | STRUCTURAL STEEL SERVICES, INC. STRUCTURAL STEEL SERVICES, INC.401(K) RETIREMENT PLAN | MERIDIAN MS | 150 | $20.7M | $522K |
| 2 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $434K |
| 3 | COLWEN MANAGEMENT, INC. |
PORTSMOUTH NH |
| 869 |
| $16.3M |
| $291K |
| 4 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $193K |
| 5 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | STREETSBORO OH | 106 | $14.7M | $145K |
| 6 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $124K |
| 7 | MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM MD | 216 | $3.7M | $118K |
| 8 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $109K |
| 9 | KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 152 | $20.3M | $101K |
| 10 | AREA AGENCY ON AGING DISTRICT 7 AREA AGENCY ON AGING DISTRICT 7 403B PLAN | JACKSON OH | 193 | $8.3M | $98K |
