Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds New World Fund® Class R6 Registered investment company in their Schedule of Assets, totaling $8.2M 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 | RELIANCE STANDARD LIFE INSURANCE COMPANY RELIANCE STANDARD LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,708 | $353.8M | $3.4M |
| 2 | ASSOCIATED PRESS THE ASSOCIATED PRESS 401K RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,375 | $881.1M | $1.8M |
| 3 | WHEELS, LLC |
DES PLAINES IL |
| 1,976 |
| $269.5M |
| $1.1M |
| 4 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $1.0M |
| 5 | RESOLUTION ECONOMICS, LLC RESOLUTION ECONOMICS, LLC 401(K) PLAN | LOS ANGELES CA | 269 | $29.5M | $230K |
| 6 | BENTLEY MILLS, INC. BENTLEY 401(K) PLAN | INDUSTRY CA | 392 | $32.9M | $180K |
| 7 | HIGHER LOGIC, LLC HIGHER LOGIC RETIREMENT PLAN | ARLINGTON VA | 249 | $29.1M | $163K |
| 8 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $155K |
| 9 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $33K |
| 10 | J.H.O.C. DBA PREMIER TRANSPORTATION PREMIER TRANSPORTATION EMPLOYEE RETIREMENT SAVINGS 401(K) PLAN | FOREST PARK GA | 654 | $11.8M | $23K |
