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 Fund, Class 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 | ALTORFER, INC. CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN | CEDAR RAPIDS IA | 119 | $11.5M | $1.1M |
| 2 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $387K |
| 3 | COORDINATED FAMILY CARE OF MIDDLESEX COUNTY COORDINATED FAMILY CARE 401(K) PLAN |
NORTH BRUNSWICK NJ |
| 157 |
| $6.3M |
| $16K |