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-R6 Mutual fund N/A in their Schedule of Assets, totaling $2.3M 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 | CLAAS OF AMERICA INC. CLAAS EMPLOYEES' SAVINGS PLAN | OMAHA NE | 365 | $52.9M | $1.2M |
| 2 | EAGLE COMMUNICATIONS, INC. EAGLE COMMUNICATIONS, INC. 401(K) PLAN | HAYS KS | 133 | $13.3M | $525K |
| 3 | DRAMM CORPORATION DRAMM CORPORATION EMPLOYEES' 401(K) PROFIT SHARING PLAN |
MANITOWOC WI |
| 91 |
| $20.6M |
| $291K |
| 4 | FRONTIER CREDIT UNION FRONTIER CREDIT UNION 401(K) PLAN AND TRUST | IDAHO FALLS ID | 167 | $7.4M | $162K |
| 5 | BLUESTEM HEALTH BLUESTEM HEALTH 401(K) PLAN | LINCOLN NE | 182 | $6.2M | $71K |
| 6 | SKAGIT RADIOLOGY, INC., P.S. SKAGIT RADIOLOGY, INC., P.S. EMPLOYEES' RETIREMENT 401(K) PLAN | MOUNT VERNON WA | 155 | $34.6M | $20K |
| 7 | ABILITY BUILDING CENTER, INC. ABILITY BUILDING CENTER 403(B) RETIREMENT SAVINGS PLAN | ROCHESTER MN | 241 | $5.7M | $5K |