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 Mutual Fund NR in their Schedule of Assets, totaling $9.8M 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 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $1.3M |
| 2 | MHM SERVICES, INC. CENTURION 401(K) SAVINGS PLAN | VIENNA VA | 8,779 | $188.9M | $1.3M |
| 3 | INOVEX INFORMATION SYSTEMS INOVEX INFORMATION SYSTEMS 401(K) PLAN |
COLUMBIA MD |
| 585 |
| $89.6M |
| $1.0M |
| 4 | PRESCIENT EDGE CORPORATION PRESCIENT EDGE CORPORATION 401(K) PLAN | MCLEAN VA | 368 | $11.5M | $795K |
| 5 | FIBERTEK, INC. FIBERTEK, INC. 401(K) PLAN | HERNDON VA | 242 | $59.6M | $767K |
| 6 | EVOLENT HEALTH LLC EVOLENT HEALTH 401(K) PLAN | ARLINGTON VA | 3,226 | $289.2M | $684K |
| 7 | THE REPORTS AND REQUIREMENTS COMPANY, LLC RENXTECH 401(K) PLAN | MCLEAN VA | 288 | $47.6M | $660K |
| 8 | ACTIONET, INC. ACTIONET, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 213 | $96.7M | $479K |
| 9 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $373K |
| 10 | CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP. CTI 401(K) PLAN | CALIFORNIA MD | 170 | $13.3M | $297K |
