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 R6 N/R in their Schedule of Assets, totaling $4.4M 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 | HILTI, INC. HILTI RETIREMENT SAVINGS PLAN | TULSA OK | 4,284 | $685.6M | $3.4M |
| 2 | MARK G. ANDERSON CONSULTANTS, INC. MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN | WASHINGTON DC | 226 | $70.8M | $575K |
| 3 | ARCADIA SOLUTIONS, LLC ARCADIA SOLUTIONS RETIREMENT SAVINGS PLAN |
BURLINGTON MA |
| 359 |
| $47.6M |
| $282K |
| 4 | ROCK CAPITAL HOLDINGS LLC MPOWERHEALTH 401(K) PLAN | SAN ANTONIO TX | 741 | $16.9M | $142K |
