Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds New World R6 a 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 | FINANCE OF AMERICA EQUITY CAPITAL LLC FINANCE OF AMERICA COMPANIES 401(K) PLAN | PLANO TX | 743 | $152.2M | $683K |
| 2 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $437K |
| 3 | LIGHTFORCE USA INC. LIGHTFORCE USA INC.401(K) PLAN |
OROFINO ID |
| 162 |
| $10.5M |
| $375K |
| 4 | PEARCE, BEVILL, LEESBURG, MOORE, PC PEARCE,BEVILL,LEESBURG,MOORE, P.C. PROFIT SHARING PLAN | BIRMINGHAM AL | 117 | $41.7M | $269K |
| 5 | RIVERHEAD BUILDING SUPPLY CORP. RIVERHEAD BUILDING SUPPLY CORP 401(K) PLAN FOR UNION EMPLOYEES | CALVERTON NY | 207 | $17.4M | $80K |
| 6 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $10K |
| 7 | STEEL DUST RECYCLING, LLC STEEL DUST RECYCLING, LLC 401(K) PLAN | MILLPORT AL | 138 | $5.8M | $7K |
