Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American New World R6 # in their Schedule of Assets, totaling $3.5M 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 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $1.4M |
| 2 | WIELAND DESIGNS, INC. WIELAND DESIGNS, INC. 401(K) PLAN | GOSHEN IN | 168 | $12.6M | $805K |
| 3 | INNOSPEC, INC. INNOSPEC 401(K) AND PROFIT SHARING PLAN |
ENGLEWOOD CO |
| 781 |
| $116.5M |
| $535K |
| 4 | SARNOVA HC, LLC SARNOVA HC, LLC PROFIT SHARING PLAN AND TRUST | DUBLIN OH | 1,399 | $100.0M | $362K |
| 5 | VOESTALPINE RAILWAY SYSTEMS NORTRAK LLC VOESTALPINE RAILWAY SYSTEMS NORTRAK LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 923 | $56.2M | $296K |
| 6 | RIDDLE VILLAGE RIDDLE VILLAGE RETIREMENT SAVINGS PLAN | MEDIA PA | 346 | $5.1M | $35K |
| 7 | OXFORD MANAGEMENT GROUP, LLC OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN | WICHITA KS | 624 | $2.5M | $5K |