Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $4.7M 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 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $913K |
| 2 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $564K |
| 3 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. |
CHICAGO IL |
| 98 |
| $17.3M |
| $262K |
| 4 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $258K |
| 5 | MIDWEST HOSE & SPECIALTY INC. MIDWEST HOSE & SPECIALTY INC. 401K PLAN | OKLAHOMA CITY OK | 348 | $14.6M | $241K |
| 6 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $235K |
| 7 | COMMUNITY HEALTH CLINICS INC. TERRY REILLY HEALTH SERVICES MONEY PURCHASE PLAN | NAMPA ID | 400 | $17.2M | $228K |
| 8 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $225K |
| 9 | HANSEN-RICE INC. HANSEN-RICE INC. 401K PROFIT SHARING PLAN | NAMPA ID | 89 | $14.5M | $189K |
| 10 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $184K |
