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 Mutual fund N/A in their Schedule of Assets, totaling $2.2M 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 | LEWIS DRUGS, INC. LEWIS DRUGS, INC. 401(K) PLAN | SIOUX FALLS SD | 1,258 | $56.1M | $1.4M |
| 2 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $507K |
| 3 | WESTERN STATES LODGING & MANAGEMENT L.C. WESTERN STATES LODGING EMPLOYEE SAVINGS PLAN |
SOUTH JORDAN UT |
| 5,174 |
| $22.7M |
| $152K |
| 4 | TRANS-SYSTEM, INC. TRANS-SYSTEM, INC. 401(K) PLAN | SPOKANE WA | 722 | $21.9M | $37K |
| 5 | CHESAPEAKE NURSERIES, INC. CHESAPEAKE NURSERIES, INC. 401(K) PROFIT SHARING PLAN | SALISBURY MD | 49 | $6.5M | $34K |
| 6 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $21K |
