Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World Fund R6 Mutual funds in their Schedule of Assets, totaling $2.0M 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 | CIRQUE DU SOLEIL HOLDING USA NEWCO INC. CIRQUE DU SOLEIL 401(K) RETIREMENT PLAN | — | 1,992 | $117.0M | $1.2M |
| 2 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $454K |
| 3 | ENTISYS SOLUTIONS, INC. ENTISYS SOLUTIONS, INC. 401(K) PLAN |
CONCORD CA |
| 216 |
| $25.8M |
| $218K |
| 4 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $63K |
| 5 | CDS LOGISTICS MANAGEMENT INC CDS LOGISTICS RETIREMENT PLAN | MIDDLE RIVER MD | 259 | $6.4M | $50K |
| 6 | ALIVECOR, INC. ALIVECOR, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 95 | $11.6M | $36K |
