Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds New World R4 Mutual funds Not required in their Schedule of Assets, totaling $1.9M 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 | KVAL, INC. KVAL, INC. 401(K) AND PROFIT SHARING PLAN | PETALUMA CA | 202 | $20.7M | $1.9M |
