Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Insurance Series New World Fund in their Schedule of Assets, totaling $86K 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 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $32K |
| 2 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $24K |
| 3 |
HOUSTON TX |
| 207 |
| $10.9M |
| $14K |
| 4 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. | TARRYTOWN NY | 1,045 | $17.9M | $12K |
| 5 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $3K |
| 6 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $2K |
