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 R6 (1) in their Schedule of Assets, totaling $942K 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 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $460K |
| 2 | M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON PA | 642 | $58.1M | $426K |
| 3 | MAC PIZZA MANAGEMENT, INC. MAC PIZZA MANAGEMENT 401(K) PLAN |
COLLEGE STATION TX |
| 1,023 |
| $8.4M |
| $37K |
| 4 | PROTECTION STRATEGIES, INC. PROTECTION STRATEGIES, INC. 401(K) PLAN | KNOXVILLE TN | 302 | $6.2M | $19K |
