Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New World Fund R3 N/R in their Schedule of Assets, totaling $1.7M 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 | SCHLOUCH INCORPORATED SCHLOUCH INCORPORATED 401(K) PROFIT SHARING PLAN | BLANDON PA | 244 | $29.2M | $1.6M |
| 2 | G&A STRATEGY AND DESIGN LLC G&A STRATEGY AND DESIGN LLC 401(K) PLAN | NEW YORK NY | 133 | $11.8M | $134K |
