Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds New World Fund N/R in their Schedule of Assets, totaling $3.6M 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 | DON EVANS NEVADA, INC. DON EVANS NEVADA, INC. 401(K) RETIREMENT PLAN | DEFOREST WI | 642 | $57.4M | $1.2M |
| 2 | DREXEL BUILDING SUPPLY, INC. DREXEL BUILDING SUPPLY, INC. 401(K) PLAN | CAMPBELLSPORT WI | 584 | $32.1M | $782K |
| 3 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN |
WAUNAKEE WI |
| 119 |
| $26.8M |
| $702K |
| 4 | WAVENY CARE CENTER WAVENY LIFE CARE NETWORK 403(B) PLAN | NEW CANAAN CT | 449 | $17.9M | $190K |
| 5 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | KAUKAUNA WI | 130 | $35.8M | $173K |
| 6 | UNIVERSITY PHYSICIANS & SURGEONS, INC. UNIVERSITY PHYSICIANS AND SURGEONS, INC. RETIREMENT PLAN | HUNTINGTON WV | 1,769 | $166.7M | $162K |
| 7 | PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD PA | 653 | $49.8M | $154K |
| 8 | PTC ALLIANCE LLC PTC ALLIANCE LLC 401(K) PLAN | WEXFORD PA | 636 | $56.8M | $93K |
| 9 | COBBLESTONE HOTELS, LLC COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN | NEENAH WI | 180 | $4.2M | $28K |
| 10 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $21K |
