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 Fund (1) in their Schedule of Assets, totaling $2.1M 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 | KNOXVILLE PEDIATRIC ASSOCIATES, P. C. KNOXVILLE PEDIATRIC ASSOCIATES, P.C. 401K PLAN | KNOXVILLE TN | 136 | $51.0M | $1.4M |
| 2 | SLETTEN, INC. SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 370 | $20.6M | $680K |
| 3 | DEFELICEGROUP, INC. DEFELICEGROUP, INC. RETIREMENT PLAN |
WHEELING WV |
| 528 |
| $1.2M |
| $73K |
| 4 | SLETTEN, INC. SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GREAT FALLS MT | 326 | $86.7M | $29K |
