Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New World R2 American Funds 0 in their Schedule of Assets, totaling $1.0M 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 | NEXT JUMP, INC. NEXT JUMP, INC. 401(K) | NEW YORK NY | 18 | $13.4M | $759K |
| 2 | PENN MANUFACTURING INDUSTRIES, INC. PENN MANUFACTURING INDUSTRIES EE 401K P/S PLN | MONTGOMERYVILLE PA | 102 | $4.8M | $264K |
| 3 | MOBILE LUMBER & BUILDING MATERIALS, INC. MOBILE LUMBER & BUILDING MATERIALS, INC 401(K) PLAN |
MOBILE AL |
| 216 |
| $5.3M |
| $19K |
