Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds New World R6 - in their Schedule of Assets, totaling $12.9M 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 | BLUE DIAMOND GROWERS BLUE DIAMOND GROWERS EMPLOYEES PENSION PLAN | SACRAMENTO CA | 113 | $101.9M | $4.0M |
| 2 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $2.2M |
| 3 | BURTON + BURTON BURTON + BURTON PROFIT SHARING & 401K PLAN |
BOGART GA |
| 234 |
| $52.7M |
| $1.3M |
| 4 | TCF FINANCIAL CORPORATION TCF 401K PLAN | PLYMOUTH MN | 7 | $317.5M | $1.1M |
| 5 | CRANBROOK EDUCATIONAL COMMUNITY CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN | BLOOMFIELD HILLS MI | 860 | $79.3M | $610K |
| 6 | CRANBROOK EDUCATIONAL COMMUNITY CRANBROOK EDUCATIONAL COMMUNITY RETIREMENT PLAN AND TRUST | BLOOMFIELD HILLS MI | 543 | $75.0M | $501K |
| 7 | DEFENDERS OF WILDLIFE DEFENDERS OF WILDLIFE PENSION PLAN | WASHINGTON DC | 108 | $11.9M | $446K |
| 8 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 114 | $19.4M | $389K |
| 9 | XL SCIENTIFIC, LLC XL SCIENTIFIC, LLC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 131 | $17.9M | $338K |
| 10 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $302K |
