Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New World Fund R3 Mutual Funds in their Schedule of Assets, totaling $1.3M 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 | PENTON LEARNING SYSTEMS, L.L.C. PENTON LEARNING SYSTEMS, L.L.C. 401(K) PLAN | NEW YORK NY | 271 | $34.7M | $547K |
| 2 | REPLIMUNE INC REPLIMUNE INC 401(K) PLAN | WOBURN MA | 322 | $23.6M | $312K |
| 3 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN |
PORTAGE WI |
| 1,804 |
| $8.8M |
| $141K |
| 4 | THE GENEVA SCHOOL THE GENEVA SCHOOL 401(K) RETIREMENT PLAN | CASSELBERRY FL | 117 | $6.8M | $126K |
| 5 | PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA RETIREMENT PLAN TRUST | SAN JUAN PR | 364 | $4.8M | $68K |
| 6 | S & B METAL PRODUCTS, INC. S & B METAL PRODUCTS, INC. COMPENSATION DEFERRAL THRIFT PLAN | LAKELAND FL | 112 | $8.3M | $63K |
| 7 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $13K |
