Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity AF NEW PERSPECT R6 in their Schedule of Assets, totaling $17.4M 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 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $16.5M |
| 2 | XENCOR, INC. XENCOR, INC. 401(K) PLAN | PASADENA CA | 250 | $47.7M | $625K |
| 3 | SOLECTA, INC. NANOSTONE WATER, INC. & SOLECTA, INC. 401(K) PLAN |
OCEANSIDE CA |
| 99 |
| $7.9M |
| $220K |
