Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 488 U.S. retirement plans report holding American funds American Funds New World R6 in their Schedule of Assets, totaling $282.6M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $16.3M |
| 2 | IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER CO | 1,547 | $312.6M | $11.1M |
| 3 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN |
HOUSTON TX |
| 3,304 |
| $560.3M |
| $7.8M |
| 4 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND CA | 899 | $276.2M | $7.3M |
| 5 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION PARR BROWN PROFIT SHARING PLAN | SALT LAKE CITY UT | 118 | $127.3M | $7.3M |
| 6 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $7.1M |
| 7 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $6.7M |
| 8 | CHIQUITA BRANDS INTERNATIONAL CHIQUITA/FRESH EXPRESS SAVINGS AND INVESTMENT PLAN | FT. LAUDERDALE IN | 1,989 | $156.5M | $6.1M |
| 9 | NITTO AMERICAS INC. NITTO 401(K) RETIREMENT PLAN | TEANECK NJ | 1,812 | $242.4M | $5.7M |
| 10 | FUGRO (USA) HOLDINGS INC THE FUGRO 401(K) PLAN | HOUSTON TX | 1,194 | $306.6M | $5.4M |
