Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New World Class R-6 in their Schedule of Assets, totaling $1.2M 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 | PERI FORMWORK SYSTEMS, INC. PERI FORMWORK SYSTEMS, INC 401(K) PLAN | ELKRIDGE MD | 398 | $49.6M | $1.0M |
| 2 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN | CHICAGO IL | 437 | $25.9M | $145K |
| 3 | 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 |
