Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 538 U.S. retirement plans report holding American Funds:New World Fund in their Schedule of Assets, totaling $284.0M 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 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 78,052 | $3.2B | $25.3M |
| 2 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,008 | $2.1B | $21.8M |
| 3 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN |
CARLSBAD CA |
| 1,224 |
| $390.3M |
| $20.5M |
| 4 | THE NABHOLZ GROUP, INC. NAB PENSION RETIREMENT PLAN & TRUST | CONWAY AR | 1,592 | $185.3M | $9.3M |
| 5 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $6.5M |
| 6 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $5.8M |
| 7 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 2,060 | $336.2M | $4.7M |
| 8 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $4.1M |
| 9 | SIMTRA US LLC SIMTRA 401(K) PLAN | BLOOMINGTON IN | 1,645 | $129.0M | $3.9M |
| 10 | BWBR ARCHITECTS, INC. BWBR ARCHITECTS, INC. PROFIT SHARING AND 401(K) PLAN | ST. PAUL MN | 184 | $55.8M | $3.9M |
