Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 508 U.S. retirement plans report holding American Funds: New World Fund in their Schedule of Assets, totaling $199.9M 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 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $15.5M |
| 2 | THE NABHOLZ GROUP, INC. NAB PENSION RETIREMENT PLAN & TRUST | CONWAY AR | 1,466 | $155.2M | $7.3M |
| 3 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN |
LAVERGNE TN |
| 3,289 |
| $406.0M |
| $7.1M |
| 4 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $6.5M |
| 5 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $5.8M |
| 6 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $4.1M |
| 7 | BWBR ARCHITECTS, INC. BWBR ARCHITECTS, INC. PROFIT SHARING AND 401(K) PLAN | ST. PAUL MN | 184 | $55.8M | $3.9M |
| 8 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $3.7M |
| 9 | PEERLESS TECHNOLOGIES CORPORATION PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN | FAIRBORN OH | 395 | $31.7M | $3.3M |
| 10 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $3.2M |
