Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds New World Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $6.4M 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 | PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS LA | 727 | $294.9M | $1.9M |
| 2 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $1.3M |
| 3 | CONFLUENT MEDICAL TECHNOLOGIES |
FREMONT CA |
| 836 |
| $95.5M |
| $579K |
| 4 | UNION HOME MORTGAGE CORPORATION UNION HOME MORTGAGE CORPORATION 401(K) PLAN | STRONGSVILLE OH | 1,712 | $94.9M | $471K |
| 5 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $307K |
| 6 | THE CENTER FOR INDIVIDUAL & FAMILY SERVICES THE CENTER RETIREMENT PLAN | MANSFIELD OH | 452 | $7.1M | $285K |
| 7 | MAST JAEGERMEISTER US MAST-JAEGERMEISTER US, INC. 401(K) PLAN | WHITE PLAINS NY | 169 | $33.0M | $272K |
| 8 | 24 7.AI, INC. 247.AI, INC. 401(K) PLAN | SAN JOSE CA | 97 | $35.3M | $268K |
| 9 | TARSUS PHARMACEUTICALS, INC. TARSUS PHARMACEUTICALS RETIREMENT PLAN | IRVINE CA | 323 | $24.9M | $204K |
| 10 | TOTTEN TUBES, INC. TOTTEN TUBES, INC. PROFIT SHARING PLAN | AZUSA CA | 123 | $15.9M | $147K |
