Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Fds New World R6 in their Schedule of Assets, totaling $1.3M 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 | PACIFIC RETIREMENT SERVICES, INC. PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | MEDFORD OR | 2,984 | $111.8M | $1.2M |
| 2 | DATA SEARCH NY INC. DBA TRAKAMERICA DATA SEARCH NY INC. 401(K) PLAN | BONITA SPRINGS FL | 321 | $8.4M | $102K |
