Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds AF New World in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROOKS KUSHMAN P.C. BROOKS KUSHMAN P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | ROYAL OAK MI | 143 | $76.0M | $1.3M |
| 2 | FGS, LLC FGS, LLC 401(K) PROFIT SHARING PLAN | LA PLATA MD | 335 | $21.1M | $191K |
| 3 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN |
WACO TX |
| 116 |
| $18.5M |
| $112K |
