Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds Newworld R6 in their Schedule of Assets, totaling $4.3M 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 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN | HUNTINGTON WV | 3,704 | $159.5M | $2.6M |
| 2 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $380K |
| 3 | KPRS CONSTRUCTION KPRS 401(K) PROFIT SHARING PLAN |
ANAHEIM CA |
| 330 |
| $31.4M |
| $378K |
| 4 | SUCCESSION CAPITAL, INC. SUCCESSION CAPITAL, INC. 401(K) PLAN | LA JOLLA CA | 615 | $25.4M | $344K |
| 5 | ARTIS SENIOR LIVING, LLC ARTIS SENIOR LIVING RETIREMENT SAVINGS AND INVESTMENT PLAN | MCLEAN VA | 929 | $30.2M | $190K |
| 6 | EPSILON SYSTEMS SOLUTIONS, INC. EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 995 | $44.3M | $112K |
| 7 | HERSON'S, INC HERSON'S, INC 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 154 | $15.0M | $65K |
| 8 | AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORS AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORS (AAMVA) 401(K) PLAN | ARLINGTON VA | 213 | $60.2M | $59K |
| 9 | NOVUS MEDIA LLC NOVUS MEDIA RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 60 | $13.3M | $51K |
| 10 | MT. PARAN CHRISTIAN SCHOOL, INC. MOUNT PARAN CHRISTIAN SCHOOL 403(B) PLAN | KENNESAW GA | 288 | $15.3M | $29K |
