Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds New World Fund R4 # in their Schedule of Assets, totaling $9.3M 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 | GROB SYSTEMS, INC. GROB SYSTEMS, INC. PROFIT SHARING PLAN | BLUFFTON OH | 873 | $100.1M | $2.6M |
| 2 | GAMING LABORATORIES INTERNATIONAL, LLC GAMING LABORATORIES INTERNATIONAL, LLC PROFIT SHARING PLAN | LAKEWOOD NJ | 544 | $84.7M | $2.0M |
| 3 | BOARD OF TRUSTEES SEAFARERS INTERNATIONA UNION AGLIW 401(K) PLAN |
CAMP SPRINGS MD |
| 2,348 |
| $80.4M |
| $1.5M |
| 4 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $608K |
| 5 | BCCI CONSTRUCTION, LLC BCCI 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 130 | $26.1M | $555K |
| 6 | SHOPRITE SUPERMARKETS, INC. SHOPRITE SUPERMARKETS, INC. 401(K) PLAN | FLORIDA NY | 511 | $74.9M | $368K |
| 7 | GIVENS GROUP, INC. GIVENS 401(K) SAVINGS AND RETIREMENT PLAN | CHESAPEAKE VA | 331 | $21.9M | $309K |
| 8 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $292K |
| 9 | CIDRA HOLDINGS LLC CIDRA HOLDINGS LLC 401(K) PLAN | WALLINGFORD CT | 139 | $36.6M | $282K |
| 10 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $253K |
