Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 116 U.S. retirement plans report holding American Funds New World Fund® Class R-6 - in their Schedule of Assets, totaling $40.1M 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 | LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 883 | $54.7M | $3.0M |
| 2 | WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN | BETHESDA MD | 1,366 | $260.4M | $2.6M |
| 3 | MERCALIS INC |
MORRISVILLE NC |
| 1,309 |
| $69.2M |
| $2.4M |
| 4 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $1.8M |
| 5 | GHAFARI ASSOCIATES, LLC GHAFARI COMPANIES 401(K) PLAN | DEARBORN MI | 434 | $106.6M | $1.6M |
| 6 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $1.4M |
| 7 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN | HAYWARD CA | 1,772 | $147.0M | $1.3M |
| 8 | PACKAGING COORDINATORS INC. PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN | PHILADELPHIA PA | 4,091 | $188.1M | $1.1M |
| 9 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $1.1M |
| 10 | TDK U.S.A. CORPORATION TDK U.S.A CORPORATION SAVINGS PLAN | UNIONDALE NY | 682 | $222.2M | $1.1M |
