Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds American Funds New World fund - R6 in their Schedule of Assets, totaling $19.0M 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 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $2.9M |
| 2 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $2.7M |
| 3 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST |
MIDLOTHIAN VA |
| 353 |
| $117.1M |
| $1.6M |
| 4 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $1.5M |
| 5 | BARILLA AMERICA, INC. BARILLA AMERICA, INC. 401(K) PLAN | NORTHBROOK IL | 620 | $137.9M | $1.4M |
| 6 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $1.3M |
| 7 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | NEW YORK NY | 232 | $90.4M | $1.1M |
| 8 | TEAMWORK SERVICES, INC. TEAMWORK SERVICES 401(K) & PROFIT SHARING PLAN | BRUNSWICK GA | 1,521 | $53.9M | $805K |
| 9 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $779K |
| 10 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $640K |
