Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds American Funds New World R6 N/R in their Schedule of Assets, totaling $20.7M 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 | CONSOLIDATED ELECTRICAL DISTRIBUTORS EMPLOYEE 401(K) SAVINGS PLAN | IRVING TX | 11,443 | $1.2B | $9.1M |
| 2 | DUQUESNE UNIVERSITY OF THE HOLY SPIRIT DUQUESNE UNIVERSITY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH PA | 2,843 | $488.3M | $2.4M |
| 3 | ZOOMINFO TECHNOLOGIES LLC |
VANCOUVER WA |
| 2,634 |
| $188.4M |
| $1.4M |
| 4 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN | AUSTIN TX | 387 | $23.9M | $963K |
| 5 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $925K |
| 6 | HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE CA | 5,450 | $157.8M | $741K |
| 7 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $604K |
| 8 | AKUMIN INC. AKUMIN 401(K) PLAN | PLANTATION FL | 3,310 | $163.5M | $593K |
| 9 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN | AUSTIN TX | 352 | $18.2M | $519K |
| 10 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $373K |
