Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World Fund-A in their Schedule of Assets, totaling $1.5M 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 | DYNAX AMERICA CORPORATION DYNAX AMERICA 401(K) PLAN | ROANOKE VA | 526 | $18.9M | $1.0M |
| 2 | AIRECO SUPPLY, INC. AIRECO SUPPLY 401(K) PROFIT SHARING PLAN | SAVAGE MD | 268 | $29.8M | $359K |
| 3 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN |
WORCESTER MA |
| 5,561 |
| $649.7M |
| $71K |
| 4 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $32K |
| 5 | L.E. JONES COMPANY L.E. JONES COMPANY 401(K) PLAN | MENOMINEE MI | 379 | $46.9M | $16K |
| 6 | PATH PATH CORPORATION 403(B) PLAN | LOS ANGELES CA | 1,098 | $16.6M | $4K |