Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Fds New World R4 Fund in their Schedule of Assets, totaling $4.4M 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 | MAGNESIUM PRODUCTS OF AMERICA, INC. MAGNESIUM PRODUCTS OF AMERICA, INC. RETIREMENT SAVINGS PLAN | EATON RAPIDS MI | 351 | $30.6M | $2.1M |
| 2 | GEA FARM TECHNOLOGIES, INC. BABSON BROS. CO. PENSION PLAN | ROMEOVILLE IL | 34 | $21.7M | $542K |
| 3 | DE NORA TECH, LLC. DE NORA 401(K) SAVINGS PLAN |
CONCORD OH |
| 447 |
| $86.2M |
| $510K |
| 4 | RED LIGHT MANAGEMENT, LLC RED LIGHT MANAGEMENT, LLC 401(K) PLAN | CHARLOTTESVILLE VA | 296 | $35.1M | $452K |
| 5 | GEA NORTH AMERICA, INC. MG RETIREMENT PLAN | COLUMBIA MD | 0 | $11.5M | $280K |
| 6 | DAY'S CHEVROLET INC. DAY'S CHEVROLET INC. 401K SAVINGS PLAN | ACWORTH GA | 135 | $9.0M | $107K |
| 7 | POPPY BANK POPPY BANK 401(K) RETIREMENT PLAN | SANTA ROSA CA | 203 | $16.6M | $86K |
| 8 | WONTON FOOD INC. WONTON FOOD INC. 401(K) PLAN | BROOKLYN NY | 609 | $37.2M | $72K |
| 9 | SPARTANBURG DODGE, INC. BROWN AUTOMOTIVE RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 228 | $10.4M | $62K |
| 10 | MID MICHIGAN HEALTH SERVICES DBA MIDMICHIGAN COMMUNITY HEALTH SERVICES MIDMICHIGAN HEALTH SERVICES EMPLOYEES SAVINGS PLAN | HOUGHTON LAKE MI | 114 | $7.9M | $47K |
