Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding American Funds New World Mutual fund - in their Schedule of Assets, totaling $35.4M 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 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $4.1M |
| 2 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $2.7M |
| 3 | TERRA ENERGY PARTNERS MANAGEMENT, LLC TERRA ENERGY PARTNERS 401(K) PLAN |
HOUSTON TX |
| 264 |
| $49.9M |
| $2.3M |
| 4 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $2.2M |
| 5 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $1.5M |
| 6 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $1.1M |
| 7 | OBI SEAFOODS, LLC OBI SEAFOODS 401(K) PLAN | SEATTLE WA | 303 | $26.6M | $949K |
| 8 | REPLY, INC. AND ITS U.S. SUBSIDIARIES REPLY, INC. AND ITS U.S. SUBSIDIARIES 401(K) PLAN | CHICAGO IL | 310 | $27.5M | $926K |
| 9 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $797K |
| 10 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $786K |
