Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Amer Funds New World R3 Fund in their Schedule of Assets, totaling $1.5M 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 | LYNCH MANAGEMENT COMPANY LYNCH MANAGEMENT COMPANY 401(K) PLAN | JACKSONVILLE FL | 119 | $17.7M | $878K |
| 2 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $296K |
| 3 | A & B PACKING EQUIPMENT, INC. A & B PACKING 401(K) PLAN |
LAWRENCE MI |
| 83 |
| $3.2M |
| $110K |
| 4 | TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE AL | 220 | $11.1M | $73K |
| 5 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $59K |
| 6 | HOSPICE OF NORTH IDAHO, INC. HOSPICE OF NORTH IDAHO 403(B) RETIREMENT PLAN | COEUR D ALENE ID | 113 | $3.9M | $47K |
| 7 | SANTA CRUZ COMMUNITY HEALTH CENTERS SANTA CRUZ COMMUNITY HEALTH CENTERS 401(K) PROFIT SHARING PLAN | SANTA CRUZ CA | 248 | $9.8M | $24K |
| 8 | GOODWILL INDUSTRIES OF NORTH FLORIDA, INC. GOODWILL INDUSTRIES OF NORTH FLORIDA RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 835 | $3.5M | $17K |
| 9 | THE UNION LEAGUE CLUB THE UNION LEAGUE CLUB 401(K) PLAN | NEW YORK NY | 121 | $10.6M | $13K |
| 10 | FIRST GUARANTY BANK, INC. FIRST GUARANTY BANK SAVINGS PLAN | HAMMOND LA | 354 | $16.2M | $5K |
