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-R3 in their Schedule of Assets, totaling $690K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $202K |
| 2 | PRIMUS SOFTWARE CORPORATION PRIMUS SOFTWARE CORPORATION 401K PROFIT SHARING PLAN | DULUTH GA | 89 | $5.0M | $100K |
| 3 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. |
PALACIOS TX |
| 1,343 |
| $5.1M |
| $89K |
| 4 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $69K |
| 5 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $68K |
| 6 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $53K |
| 7 | JASPER COUNTY SHELTERED FACILITIES ASSOCIATION, INC. COMMUNITY SUPPORT SERVICES OF MISSOURI 403(B) PLAN | JOPLIN MO | 338 | $2.6M | $31K |
| 8 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $24K |
| 9 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $23K |
| 10 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. RETIREMENT AND 401(K) SAVINGS PLAN | ROANOKE VA | 242 | $6.1M | $22K |
