Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS NEW WORLD R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $88K 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 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $79K |
| 2 | KSM CASTINGS USA INC. KSM CASTINGS USA 401K PLAN | SHELBY NC | 191 | $4.7M | $6K |
| 3 | CITRON HYGIENE US CORP. CITRON HYGIENE US CORP. 401K PLAN |
BILLERICA MA |
| 90 |
| $3.3M |
| $3K |
