Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS NEW WORLD R4 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $576K 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 | HILLCREST HEALTH SYSTEMS INC HILLCREST HEALTH 401K PLAN | BELLEVUE NE | 1,174 | $20.4M | $127K |
| 2 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $126K |
| 3 | AYRES MANAGEMENT L.P. AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN |
COSTA MESA CA |
| 780 |
| $22.9M |
| $101K |
| 4 | MIDLAND CARE CONNECTION INC. MIDLAND CARE CONNECTION RETIREMENT PLAN | TOPEKA KS | 565 | $9.3M | $95K |
| 5 | AYRES GROUP AYRES GROUP 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 762 | $19.7M | $80K |
| 6 | HARMONY HOME HEALTH SERVICES LLC HARMONY HOME HEALTH SERVICES 401K PLAN | MURRAY UT | 260 | $4.5M | $31K |
| 7 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MONEY PURCHASE PENSION PLAN | BRYAN TX | 151 | $4.5M | $16K |
