Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds Insurance Series® New World Fund® in their Schedule of Assets, totaling $527K 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $124K |
| 2 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $45K |
| 3 | CHILD AND ADOLESCENT BEHAVIORA |
CANTON OH |
| 153 |
| $4.4M |
| $42K |
| 4 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $41K |
| 5 | ALLEGIANT MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN FOR ALLEGIANT MANUFACTURING, LLC | GALLATIN TN | 169 | $8.3M | $30K |
| 6 | MARYVALE SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE | ROSEMEAD CA | 153 | $14.1M | $29K |
| 7 | SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION TAX DEFERRED ANNUITY PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | DETROIT MI | 258 | $10.0M | $26K |
| 8 | SUPERIOR MACHINING & FABRICATION, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPERIOR MACHINING & FABRICATION, INC. | MUENSTER TX | 118 | $12.3M | $25K |
| 9 | US COMMITTEE FOR REFUGEES AND IMMIGRANTS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. | ARLINGTON VA | 766 | $29.7M | $25K |
| 10 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $25K |
