Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds IS New World Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $706K |
| 2 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $93K |
| 3 | SECOND HARVEST HEARTLAND |
BROOKLYN PARK MN |
| 292 |
| $17.9M |
| $79K |
| 4 | FCN BANK, NATIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCN BANK, NATIONAL ASSOCIATION | BROOKVILLE IN | 135 | $9.0M | $52K |
| 5 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $37K |
| 6 | THE CHILDREN'S CENTER OF WAYNE THE CHILDREN'S CENTER OF WAYNE COUNTY, INC. 403(B) PLAN | DETROIT MI | 171 | $10.6M | $21K |
| 7 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $19K |
| 8 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $16K |
| 9 | SARAH TUXIS RESIDENTIAL SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SARAH TUXIS RESIDENTIAL SERVICES, INC. | GUILFORD CT | 289 | $2.9M | $15K |
| 10 | SPECTRUM HEALTH SYSTEMS, INC. EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC. | WESTBOROUGH MA | 1,174 | $23.6M | $12K |
