Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds IS New World Fund in their Schedule of Assets, totaling $60K 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 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $25K |
| 2 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $24K |
| 3 |
DALLAS TX |
| 107 |
| $5.9M |
| $7K |
| 4 | GOODWILL INDUSTRIES OF EAST 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF EAST TEXAS, INC. | TYLER TX | 125 | $2.0M | $3K |
