Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding American Funds New World Fund® - Class R-6 Mutual Fund in their Schedule of Assets, totaling $62.5M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $36.1M |
| 2 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $1.9M |
| 3 | MILSTEIN BROTHERS REAL ESTATE LLC |
NEW YORK NY |
| 331 |
| $47.1M |
| $1.8M |
| 4 | LLOG EXPLORATION COMPANY, L.L.C. LLOG EXPLORATION COMPANY, L.L.C. 401(K) & PROFIT SHARING PLAN | COVINGTON LA | 148 | $79.5M | $1.6M |
| 5 | ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS CA | 721 | $39.8M | $1.4M |
| 6 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $1.4M |
| 7 | PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE KY | 3,432 | $173.7M | $1.4M |
| 8 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $1.1M |
| 9 | CLOUDERA, INC. CLOUDERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 943 | $235.1M | $1.0M |
| 10 | COFORGE LIMITED COFORGE LIMITED 401(K) PLAN | PRINCETON NJ | 1,414 | $99.4M | $1.0M |
