Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds American Funds New World Fund® Class R-6 in their Schedule of Assets, totaling $21.7M 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 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $2.6M |
| 2 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $2.2M |
| 3 | GREER INDUSTRIES, INC. THE GREER 401(K) PLAN |
MORGANTOWN WV |
| 933 |
| $51.4M |
| $1.7M |
| 4 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $1.2M |
| 5 | UNIFRAX I LLC ALKEGEN 401(K) PLAN | TONAWANDA NY | 1,779 | $262.6M | $1.1M |
| 6 | TICKETNETWORK, INC. TICKETNETWORK, INC. 401(K) PROFIT SHARING PLAN | SOUTH WINDSOR CT | 354 | $30.2M | $1.0M |
| 7 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 372 | $20.1M | $977K |
| 8 | INSIGHT VENTURE MANAGEMENT, LLC INSIGHT VENTURE PARTNERS 401(K) PLAN | NEW YORK NY | 490 | $74.3M | $935K |
| 9 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $873K |
| 10 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 358 | $17.0M | $844K |
