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 R2E* in their Schedule of Assets, totaling $810K 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 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $277K |
| 2 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $101K |
| 3 | LOCKWOOD BROADCASTING, INC. LOCKWOOD BROADCASTING, INC. 401(K) PLAN |
HAMPTON VA |
| 284 |
| $8.2M |
| $100K |
| 4 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $75K |
| 5 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $68K |
| 6 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $59K |
| 7 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $58K |
| 8 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN | COLORADO SPRINGS CO | 426 | $3.0M | $24K |
| 9 | JUNIPER LANDSCAPING OF FLORIDA JUNIPER LANDSCAPING OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,175 | $5.4M | $13K |
| 10 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $9K |
