Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 96 retirement plans report an interest in this investment, totaling $22.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds NEW World R6, American NEW World Fund R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ALFRED BENESCH & COMPANY EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | CHICAGO IL | 1,060 | $336.3M | $4.4M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $1.8M |
| 3 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $1.7M |
| 4 | NATIONAL CONVENIENCE DISTRIBUTORS, LLC NATIONAL CONVENIENCE DISTRIBUTORS 401(K) RETIREMENT PLAN | FARMINGDALE NY | 993 | $39.2M | $1.5M |
| 5 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $1.2M |
| 6 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN | EDINA MN | 152 | $66.0M | $915K |
| 7 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $839K |
| 8 | CLARK & ELBING LLP CLARK & ELBING LLP 401(K) PLAN | BOSTON MA | 123 | $25.3M | $757K |
| 9 | DOVER DOWNS, INC. DOVER DOWNS, INC. PENSION PLAN | DOVER DE | 104 | $17.2M | $686K |
| 10 | AVIATION SYSTEMS ENGINEERING COMPANY, INC. AVIATION SYSTEMS ENGINEERING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | LEXINGTON PARK MD | 530 | $80.5M | $668K |
