Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds New World R3 # in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $1.1M |
| 2 | I.A.T.S.E. LOCAL 21 I.A.T.S.E. LOCAL 21 401(K) PLAN | MILLBURN NJ | 890 | $17.9M | $919K |
| 3 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN |
BRIDGEPORT WV |
| 329 |
| $27.4M |
| $774K |
| 4 | THE ANIMAL MEDICAL CENTER ANIMAL MEDICAL CENTER 403(B) TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 614 | $41.0M | $618K |
| 5 | BURLINGTON AUTOMOTIVE GROUP BURLINGTON AUTOMOTIVE GROUP PROFIT SHARING PLAN | BURLINGTON NJ | 334 | $14.7M | $448K |
| 6 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $395K |
| 7 | EARTH ENGINEERING INCORPORATED EARTH ENGINEERING INCORPORATED 401(K) PLAN | EAST NORRITON PA | 97 | $12.3M | $188K |
| 8 | THE PORK COMPANY THE PORK CO. RETIREMENT PLAN | WILMINGTON NC | 804 | $5.8M | $148K |
| 9 | PRINTMAIL SOLUTIONS, INC. PRINTMAIL SOLUTIONS, INC. 401(K) PLAN | NEWTOWN PA | 134 | $10.9M | $141K |
| 10 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $113K |
