Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds New World Class R6 in their Schedule of Assets, totaling $3.6M 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 | ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL OAKLAWN TAX SHELTERED ANNUITY PLAN | MARSHALL MI | 1,100 | $89.5M | $2.7M |
| 2 | COMMUNITY COFFEE COMPANY L.L.C. COMMUNITY COFFEE COMPANY L.L.C. RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,000 | $102.9M | $531K |
| 3 | LOUISIANA FEDERAL CREDIT UNION |
LA PLACE LA |
| 123 |
| $11.0M |
| $306K |
| 4 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $54K |
| 5 | NOVAK CONSTRUCTION COMPANY, INC. NOVAK CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CHICAGO IL | 132 | $17.4M | $16K |
| 6 | PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON KS | 148 | $6.5M | $9K |
| 7 | AMP ROBOTICS CORPORATION AMP ROBOTICS 401(K) PLAN | LOUISVILLE CO | 126 | $6.1M | $7K |
| 8 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $1K |
