Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds New World Fund Inc. in their Schedule of Assets, totaling $13.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $3.4M |
| 2 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $1.9M |
| 3 | BREEZE AVIATION GROUP, INC BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN |
COTTONWOOD HEIGHTS UT |
| 2,061 |
| $40.7M |
| $1.6M |
| 4 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $1.1M |
| 5 | AKTION ASSOCIATES, INC. AKTION ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | MAUMEE OH | 214 | $32.5M | $824K |
| 6 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $603K |
| 7 | THE PEOPLE-TO-PEOPLE FOUNDATION, INC. PROJECT HOPE HEALTH SCIENCES ED THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. PENSION PLAN | WASHINGTON DC | 12 | $26.5M | $594K |
| 8 | TAX AIRFREIGHT, INC. TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 250 | $11.9M | $554K |
| 9 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $499K |
| 10 | SAMSONITE, LLC SAMSONITE EMPLOYEE SAVINGS TRUST | MANSFIELD MA | 628 | $104.4M | $491K |
