Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 120 U.S. retirement plans report holding American Funds@ New World Fund@ R6 in their Schedule of Assets, totaling $84.4M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $7.6M |
| 2 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $7.1M |
| 3 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I |
ROCKFORD MI |
| 1,076 |
| $200.1M |
| $6.9M |
| 4 | WALSH CONSTRUCTION COMPANY WALSH GROUP EMPLOYEES PROFIT SHARING PLAN | CHICAGO IL | 4,511 | $610.9M | $5.3M |
| 5 | KARL STORZ ENDOSCOPY-AMERICA, INC. KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN | EL SEGUNDO CA | 2,147 | $467.4M | $4.2M |
| 6 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $3.7M |
| 7 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | CHATTANOOGA TN | 165 | $122.2M | $3.6M |
| 8 | HARTLINE BARGER LLP HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 111 | $33.5M | $3.0M |
| 9 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $2.9M |
| 10 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE INC. 401(K) RETIREMENT SAVINGS PLAN II | ROCKFORD MI | 354 | $27.3M | $2.5M |
