Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds New World Mutual Funds - in their Schedule of Assets, totaling $26.9M 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 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $24.3M |
| 2 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $1.0M |
| 3 | VISTECH MANUFACTURING SOLUTIONS, LLC |
MODESTO OH |
| 455 |
| $19.5M |
| $373K |
| 4 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $344K |
| 5 | NPSG GLOBAL, LLC NPSG GLOBAL, LLC 401(K) PLAN | MARIETTA GA | 468 | $8.0M | $240K |
| 6 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $134K |
| 7 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $129K |
| 8 | PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN | MCLEAN VA | 230 | $14.8M | $121K |
| 9 | YAZOO MILLS, INC. YAZOO MILLS, INC. CASH OR DEFERRED PROFIT SHARING PLAN | NEW OXFORD PA | 175 | $10.9M | $86K |
| 10 | SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN | BALTIMORE MD | 377 | $12.2M | $58K |
