Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Funds American Funds New World - in their Schedule of Assets, totaling $23.0M 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 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $3.3M |
| 2 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $2.6M |
| 3 | SIMMONS FIRST NATIONAL CORPORATION SIMMONS FIRST NATIONAL CORPORATION 401(K) PLAN |
PINE BLUFF AR |
| 2,918 |
| $285.3M |
| $2.3M |
| 4 | FULL SAIL, LLC FULL SAIL 401(K) SAVINGS PLAN | WINTER PARK FL | 2,430 | $149.0M | $1.6M |
| 5 | HEART & VASCULAR PARTNERS HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN | DEERFIELD IL | 644 | $29.9M | $1.6M |
| 6 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $1.4M |
| 7 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $949K |
| 8 | SOLIX, INC. SOLIX, INC. SAVINGS AND RETIREMENT PLAN | PARSIPPANY NJ | 95 | $69.2M | $944K |
| 9 | MID-AMERICA TRANSPLANT SERVICES MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 260 | $38.7M | $893K |
| 10 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $863K |
