Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds New World Fund- R4 in their Schedule of Assets, totaling $13.7M 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 | HILLCO, LTD. HARTLAND 401(K) RETIREMENT PLAN TRUST | KINSTON NC | 4,704 | $42.0M | $2.5M |
| 2 | ARGUS MEDIA, INC. ARGUS MEDIA INC. AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 258 | $40.3M | $1.8M |
| 3 | ACHIEVA CREDIT UNION ACHIEVA CREDIT UNION 401(K) SAVINGS PLAN |
DUNEDIN FL |
| 499 |
| $46.3M |
| $1.2M |
| 4 | EPS CORPORATION EPS CORPORATION 401(K) SAVINGS PLAN | TINTON FALLS NJ | 199 | $20.0M | $876K |
| 5 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $831K |
| 6 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $786K |
| 7 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $735K |
| 8 | RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 550 | $47.7M | $728K |
| 9 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $517K |
| 10 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $467K |
