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 New World Fund® Class R-6 in their Schedule of Assets, totaling $1.8M 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 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 358 | $17.0M | $844K |
| 2 | FORBRIGHT BANK FORBRIGHT BANK 401(K) PLAN | CHEVY CHASE MD | 0 | $0 | $722K |
| 3 | LEOPARDO COMPANIES, INC. LEOPARDO COMPANIES, INC. 401(K) SAVINGS PLAN |
HOFFMAN ESTATES IL |
| 364 |
| $51.6M |
| $193K |
| 4 | GANDARA MENTAL HEALTH CENTER GANDARA MENTAL HEALTH CENTER, INC. BENEFIT PLANS | SPRINGFIELD MA | 1,593 | $2.9M | $3K |
