Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American American Funds New World R6 in their Schedule of Assets, totaling $22.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE UNIVERSITY OF PHOENIX, INC. THE UNIVERSITY OF PHOENIX, INC. SAVINGS AND INVESTMENT PLAN | PHOENIX AZ | 6,104 | $586.0M | $10.3M |
| 2 | NEW YORK CITY CHAPTER OF NYSARC PENSION PLAN FOR DIRECT LABOR EMPLOYEES | NEW YORK NY | 519 | $50.3M | $2.9M |
| 3 | TAKASAGO INTERNATIONAL CORP. (USA) |
ROCKLEIGH NJ |
| 471 |
| $119.1M |
| $2.6M |
| 4 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $2.1M |
| 5 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $1.2M |
| 6 | CARITHERS-WALLACE-COURTENAY, LLC CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN | ATLANTA GA | 103 | $12.8M | $484K |
| 7 | SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. | COLUMBIA SC | 209 | $51.0M | $433K |
| 8 | PAUL HEMMER COMPANY PAUL HEMMER COMPANY PROFIT SHARING PLAN | FORT MITCHELL KY | 114 | $9.4M | $424K |
| 9 | VIAERO WIRELESS TECHNOLOGIES, INC. VIAERO WIRELESS TECHNOLOGIES, INC. 401K PLAN | FORT MORGAN CO | 490 | $19.9M | $377K |
| 10 | MARINE CREDIT UNION MARINE CREDIT UNION 401(K) PLAN | LA CROSSE WI | 418 | $37.3M | $331K |
