Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.8M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $1.4M |
| 2 | HOSPICE OF SANTA CRUZ COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY | SCOTTS VALLEY CA | 163 | $14.1M | $448K |
| 3 | COMMUNITY HEALTH RESOURCES, INC. |
WINDSOR CT |
| 941 |
| $45.2M |
| $181K |
| 4 | GULF COAST PRE-STRESS PARTNERS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GULF COAST PRE-STRESS PARTNERS, LTD. | PASS CHRISTIAN MS | 325 | $12.7M | $162K |
| 5 | BALDOR SPECIALTY FOODS, INC. BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 3,399 | $67.6M | $122K |
| 6 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $77K |
| 7 | CURATIVE CARE NETWORK, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC. | MILWAUKEE WI | 365 | $12.2M | $68K |
| 8 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $57K |
| 9 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $53K |
| 10 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $52K |
