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 Fund R3 in their Schedule of Assets, totaling $1.3M 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 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $604K |
| 2 | ADVANCED SYSTEMS DEVELOPMENT, INC. ADVANCED SYSTEMS DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | FALLS CHURCH VA | 21 | $10.6M | $261K |
| 3 | FIRST FLORIDA CONSTRUCTORS, LLC |
MIAMI FL |
| 109 |
| $9.8M |
| $206K |
| 4 | RIVER GARDEN HEBREW HOME/WOLFSON HEALTH & AGING CENTER RIVER GARDEN 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 336 | $12.9M | $131K |
| 5 | BORRELL ELECTRIC CO., INC. BORRELL ELECTRIC CO., INC. 401(K) PLAN | TAMPA FL | 156 | $12.6M | $48K |
| 6 | DORAL CORPORATION DORAL CORPORATION & DORAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 109 | $7.3M | $28K |
| 7 | SOUTHEAST COMMUNITY HEALTH SYSTEMS SOUTHEAST COMMUNITY HEALTH SYSTEMS 403(B) PLAN | ZACHARY LA | 106 | $2.9M | $10K |
| 8 | SERVE U BRANDS, INC. SERVE U BRANDS, INC. 401(K) PLAN | PHILADELPHIA PA | 781 | $3.8M | $4K |
