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 in their Schedule of Assets, totaling $569K 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 | GRAND LIVING MANAGEMENT LLC GRAND LIVING MANAGEMENT 401(K) AND PROFIT SHARING PLAN. | MINNEAPOLIS MN | 1,279 | $7.3M | $327K |
| 2 | SUMMIT MANAGEMENT CONSULTING, L. SUMMIT MANAGEMENT CONSULTING, L.L.C. EMPLOYEES SAVINGS PLAN | KIMBALL MI | 199 | $5.4M | $200K |
| 3 | VOSGES HOLDINGS, LLC |
CHICAGO IL |
| 65 |
| $1.2M |
| $43K |
