Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding American Funds American Funds New World Fund; Class R6 in their Schedule of Assets, totaling $15.6M 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 | SOLENIS, LLC SOLENIS, LLC EMPLOYEE SAVINGS PLAN | WILMINGTON DE | 3,182 | $631.1M | $2.9M |
| 2 | POST & SCHELL, P.C. POST & SCHELL, P.C. PROFIT SHARING PLAN | PHILADELPHIA PA | 276 | $160.9M | $2.6M |
| 3 | INSTITUTIONAL INVESTOR, LLC EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN |
NEW YORK NY |
| 292 |
| $98.7M |
| $1.5M |
| 4 | PARKER DRILLING COMPANY PARKER WELLBORE 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 891 | $96.5M | $844K |
| 5 | CADILLAC PRODUCTS AUTOMOTIVE COMPANY CADILLAC PRODUCTS AUTOMOTIVE COMPANY 401(K) PLAN | TROY MI | 126 | $21.7M | $843K |
| 6 | CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES CA | 142 | $29.5M | $806K |
| 7 | POLYNT COMPOSITES USA INC. POLYNT COMPOSITES USA INC. 401(K) PLAN | CARPENTERSVILLE IL | 690 | $168.9M | $751K |
| 8 | ABC PHONES OF NORTH CAROLINA, INC. VICTRA 401(K) PLAN | RALEIGH NC | 8,133 | $49.8M | $558K |
| 9 | THERM-X OF CALIFORNIA, INC. THERM-X OF CALIFORNIA 401(K) PROFIT SHARING PLAN | HAYWARD CA | 289 | $14.0M | $470K |
| 10 | PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN | DOWNERS GROVE IL | 153 | $24.4M | $462K |
