Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds New World Fund Mutual fund n/a in their Schedule of Assets, totaling $6.1M 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 | KLJ SOLUTIONS HOLDING CO. KLJ SOLUTIONS HOLDING CO 401(K) PROFIT SHARING PLAN | BISMARCK ND | 552 | $86.9M | $1.2M |
| 2 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $891K |
| 3 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN |
SIOUX CENTER IA |
| 1,560 |
| $141.5M |
| $837K |
| 4 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU WI | 243 | $31.4M | $671K |
| 5 | AGC OF SOUTH DAKOTA ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 1,873 | $96.0M | $650K |
| 6 | ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 1,328 | $84.1M | $565K |
| 7 | SHOWPLACE WOOD PRODUCTS, INC. SHOWPLACE WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | HARRISBURG SD | 614 | $35.1M | $467K |
| 8 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $239K |
| 9 | BAY AREA LUTHERAN HOMES, INC. BAY AREA LUTHERAN HOMES, INC. TAX SHELTERED ANNUITY PLAN | GREEN BAY WI | 352 | $5.4M | $159K |
| 10 | FRISBEES, INC. FRISBEE'S INC. 401(K) PLAN | SIOUX FALLS SD | 132 | $12.8M | $145K |
