Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds New World Fund R4 Mutual fund in their Schedule of Assets, totaling $7.4M 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 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.6M |
| 2 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $1.1M |
| 3 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN |
VANCOUVER WA |
| 8,318 |
| $19.6M |
| $864K |
| 4 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $652K |
| 5 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MILTON MA | 669 | $144.1M | $609K |
| 6 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 138 | $11.0M | $485K |
| 7 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $464K |
| 8 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $404K |
| 9 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $223K |
| 10 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $175K |
