Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amfds New Wld R6 Mutual Funds in their Schedule of Assets, totaling $247K 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 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $128K |
| 2 | THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 68 | $10.2M | $88K |
| 3 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN |
BURLINGTON MA |
| 146 |
| $7.9M |
| $31K |
