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 R4 Mutual 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTH ADVOCATE SOLUTIONS, INC. HEALTH ADVOCATE EMPLOYEE 401(K) PLAN | PLYMOUTH MEETING PA | 1,179 | $34.3M | $636K |
| 2 | POST ACUTE MEDICAL, LLC POST ACUTE MEDICAL, LLC 401(K) PLAN | ENOLA PA | 7,873 | $90.2M | $448K |
| 3 | EASTER SEALS NEW JERSEY, INC. EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN |
JAMESBURG NJ |
| 1,876 |
| $24.1M |
| $14K |
