Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 630 retirement plans report an interest in this investment, totaling $40.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: American Funds NEW World Fund, American Funds NEW World, American Funds NEW World Funds, American Funds NEW World CL R6, American Funds NEW World R, American NEW World Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | REDMOND, INC. REDMOND, INC. 401(K) RETIREMENT PLAN | HEBER CITY UT | 456 | $27.9M | $1.4M |
| 2 | AES INDUSTRIES, INC. AES INDUSTRIES, INC. 401K PROFIT SHARING PLAN | TALLASSEE AL | 82 | $6.4M | $1.2M |
| 3 | PENSKE MEDIA CORPORATION PENSKE MEDIA CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,283 | $126.2M | $859K |
| 4 | LAPP HOLDING NA, INC. LAPP HOLDING NA, INC. 401(K) PLAN | FLORHAM PARK NJ | 278 | $44.3M | $685K |
| 5 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $628K |
| 6 | AUTUMN HARP, INC. AUTUMN HARP, INC. 401(K) PROFIT SHARING PLAN | ESSEX JUNCTION VT | 257 | $15.7M | $553K |
| 7 | COUNTRY VISIONS COOPERATIVE COUNTRY VISIONS COOPERATIVE 401(K) RETIREMENT SAVINGS PLAN | LITTLE CHUTE WI | 413 | $48.0M | $543K |
| 8 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD OR | 403 | $52.4M | $518K |
| 9 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $493K |
| 10 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $481K |
