Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Amerfds New World R4 in their Schedule of Assets, totaling $305K 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 | DENVER ART MUSEUM DENVER ART MUSEUM RETIREMENT PLAN | DENVER CO | 432 | $22.6M | $294K |
| 2 | LEE-SMITH, INC. LEE-SMITH, INC. AND LESCO, INC. 401(K) RETIREMENT PLAN | CHATTANOOGA TN | 119 | $10.2M | $11K |
