Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New World Class R-6 in their Schedule of Assets, totaling $2.0M 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 | PERI FORMWORK SYSTEMS, INC. PERI FORMWORK SYSTEMS, INC 401(K) PLAN | ELKRIDGE MD | 398 | $49.6M | $1.0M |
| 2 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $788K |
| 3 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN |
CHICAGO IL |
| 437 |
| $25.9M |
| $145K |
| 4 | I.A.T.S.E. LOCAL NO. 6 I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN | LANSING MI | 721 | $22.0M | $57K |
