Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding American Funds New World Fund® Class R6 in their Schedule of Assets, totaling $64.2M 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 | ASSOCIATED BANC-CORP ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | GREEN BAY WI | 4,037 | $866.1M | $10.8M |
| 2 | S&B ENGINEERS AND CONSTRUCTORS,LTD. S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN | HOUSTON TX | 4,764 | $589.8M | $9.6M |
| 3 | ASTRION |
HUNTSVILLE AL |
| 2,679 |
| $358.9M |
| $3.8M |
| 4 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $3.7M |
| 5 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $2.4M |
| 6 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $2.4M |
| 7 | HAWTHORN MEDICAL ASSOCIATES, LLC HAWTHORN MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 145 | $134.9M | $2.1M |
| 8 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $1.6M |
| 9 | AH CAPITAL MANAGEMENT, L.L.C. AH CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN | MENLO PARK CA | 560 | $96.3M | $1.6M |
| 10 | RS AMERICAS, INC. RS AMERICAS, INC. 401(K) | FORT WORTH TX | 911 | $110.4M | $1.3M |
