Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Funds New World Fund® Class R6 Mutual Fund in their Schedule of Assets, totaling $21.6M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $5.8M |
| 2 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 34,171 | $1.4B | $5.1M |
| 3 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN |
WOODLAND HILLS CA |
| 1,106 |
| $184.0M |
| $1.5M |
| 4 | RAMBUS, INC. RAMBUS INC. 401(K) PLAN | SAN JOSE CA | 339 | $179.5M | $1.1M |
| 5 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $1.1M |
| 6 | SHOPIFY (USA), INC. SHOPIFY (USA), INC. 401(K) PLAN | NEW YORK NY | 2,044 | $175.7M | $1.0M |
| 7 | CARVER COMPANIES CARVER COMPANIES PROFIT SHARING/401(K) PLAN | COEYMANS NY | 369 | $41.3M | $902K |
| 8 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $837K |
| 9 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 1,525 | $192.2M | $492K |
| 10 | ARC AUTOMOTIVE, INC. ARC AUTOMOTIVE RETIREMENT PLAN | KNOXVILLE TN | 133 | $14.1M | $408K |
