Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 140 U.S. retirement plans report holding American Funds American funds new world fund in their Schedule of Assets, totaling $67.4M 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 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $15.5M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $8.0M |
| 3 | IONIS PHARMACEUTICALS, INC. |
CARLSBAD CA |
| 1,043 |
| $316.0M |
| $4.3M |
| 4 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 103 | $30.7M | $2.3M |
| 5 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $2.1M |
| 6 | VALET LIVING,LLC VALET LIVING, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 6,121 | $32.5M | $1.6M |
| 7 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $1.5M |
| 8 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.4M |
| 9 | AGRANA FRUIT US, INC. AGRANA FRUIT US, INC. 401(K) PROFIT SHARING PLAN | BRECKSVILLE OH | 351 | $34.2M | $1.4M |
| 10 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $1.3M |
