Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Fund New World R6 Mutual fund + in their Schedule of Assets, totaling $568K 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 | PALOMAR TECHNOLOGIES, INC. PALOMAR TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 76 | $24.3M | $255K |
| 2 | J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 381 | $27.0M | $169K |
| 3 | BFS, INC. PROFIT SHARING PLAN OF BFS, INC. |
HONOLULU HI |
| 626 |
| $32.2M |
| $143K |
| 4 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $2K |
