Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AF New World Fund R4 Mutual Fund in their Schedule of Assets, totaling $987K 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 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $580K |
| 2 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $238K |
| 3 | 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 |
| $119K |
| 4 | DIGILANT, INC. DIGILANT, INC. 401K PLAN | BOSTON MA | 88 | $11.2M | $27K |
| 5 | STANDARD MEDIA GROUP LLC STANDARD MEDIA 401(K) PLAN | NASHVILLE TN | 246 | $4.5M | $24K |
