Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 218 U.S. retirement plans report holding American Funds New world Fund Mutual Fund in their Schedule of Assets, totaling $477.0M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $357.1M |
| 2 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 72,376 | $2.5B | $17.9M |
| 3 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN |
ANAHEIM CA |
| 376 |
| $332.7M |
| $9.5M |
| 4 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $9.3M |
| 5 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN | PLEASANTON CA | 3,977 | $460.9M | $5.8M |
| 6 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $5.0M |
| 7 | ABRDN INC. ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 204 | $200.3M | $4.4M |
| 8 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $3.9M |
| 9 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $3.0M |
| 10 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $2.6M |
