Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fa New Insights A Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | CURRY MANAGEMENT CORPORATION THE CURRY AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | SCARSDALE NY | 403 | $38.3M | $2.1M |
| 2 | COLUMBINE MANAGEMENT SERVICES COLUMBINE MANAGEMENT SERVICES INC. 401(K) RETIREMENT PLAN AND TRUST | FORT COLLINS CO | 1,341 | $32.5M | $1.8M |
| 3 | SPUNTECH INDUSTRIES, INC. |
ROXBORO NC |
| 212 |
| $12.3M |
| $894K |
| 4 | R.H. PETERSON CO. R.H. PETERSON CO. 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 198 | $21.2M | $719K |
| 5 | R.L. MORRISSEY & ASSOCIATES, INC. R.L. MORRISSEY & ASSOCIATES, INC. FOURTH AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | SOLON OH | 109 | $10.2M | $236K |
