Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds New World Class R6 Mutual fund - in their Schedule of Assets, totaling $3.4M 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 | REDVECTOR.COM, LLC VECTOR SOLUTIONS 401(K) PLAN | TAMPA FL | 639 | $46.3M | $911K |
| 2 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $894K |
| 3 | DIGESTIVE CARE OF EVANSVILLE, PC DIGESTIVE CARE CENTER RETIREMENT PLAN |
NEWBURGH IN |
| 122 |
| $29.3M |
| $678K |
| 4 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $172K |
| 5 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $159K |
| 6 | BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST | BEATRICE NE | 543 | $58.8M | $117K |
| 7 | UNITED METHODIST CHILDRENS HOME UNITED METHODIST CHILDRENS HOME 403(B) PLAN | MONTGOMERY AL | 91 | $5.0M | $85K |
| 8 | AREA AGENCY ON AGING REGION 9 INC. AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN | CAMBRIDGE OH | 159 | $10.5M | $77K |
| 9 | TRULAND EQUIPMENT, LLC TRULAND EQUIPMENT, LLC 401(K) PLAN | VAN WERT OH | 460 | $44.7M | $65K |
| 10 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $51K |
