Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding American Funds Af New World R6 in their Schedule of Assets, totaling $29.1M 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 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $7.3M |
| 2 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $2.6M |
| 3 | PROCORE TECHNOLOGIES, INC. PROCORE TECHNOLOGIES RETIREMENT PLAN |
CARPINTERIA CA |
| 3,256 |
| $345.2M |
| $2.4M |
| 4 | ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 1,136 | $259.6M | $2.2M |
| 5 | SAMBANOVA SYSTEMS, INC. SAMBANOVA SYSTEMS, INC. 401(K) PLAN | PALO ALTO CA | 412 | $39.0M | $1.9M |
| 6 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $1.2M |
| 7 | TEAM BELVEDERE LLC TEAM BELVEDERE LLC 401(K) PLAN | CHICAGO IL | 275 | $62.2M | $1.1M |
| 8 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $1.1M |
| 9 | RAY QUINNEY & NEBEKER P. C. RAY QUINNEY & NEBEKER PROFIT SHARING PLAN | SALT LAKE CITY UT | 162 | $123.0M | $1.0M |
| 10 | ROSAUERS SUPERMARKETS, INC. ROSAUERS SUPERMARKETS, INC. RETIREMENT PLAN | SPOKANE WA | 2,061 | $84.3M | $963K |
