Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New World R2 Pooled separate account in their Schedule of Assets, totaling $411K 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 | MIDWEST STAINLESS TECHNOLOGIES, LLC MIDWEST STAINLESS TECHNOLOGIES, LLC 401(K) PLAN | MENOMONIE WI | 223 | $6.8M | $297K |
| 2 | HEALTH HOLDINGS COMPANY, LLC HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 475 | $2.5M | $57K |
| 3 | FREDERIC L. CHAMBERLAIN CENTER, INC. |
MIDDLEBOROUGH MA |
| 70 |
| $1.7M |
| $34K |
| 4 | SETAI HOTEL ACQUISITION, LLC THE SETAI 401(K) PLAN | COLFAX LA | 279 | $6.9M | $22K |
| 5 | OHIO MANAGEMENT, LLC OHIO MANAGEMENT, LLC PROFIT SHARING PLAN | METAIRIE LA | 144 | $4.0M | $2K |
