Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New World R4 Fund - in their Schedule of Assets, totaling $498K 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 | EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD IL | 319 | $27.7M | $305K |
| 2 | SMARTLINK, LLC SMARTLINK, LLC 401(K) PLAN | ANNAPOLIS MD | 466 | $31.0M | $145K |
| 3 | HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN |
BUFFALO NY |
| 1,143 |
| $10.4M |
| $48K |
