Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New World R3 American Funds 0 in their Schedule of Assets, totaling $809K 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 | DISPATCHIT, INC. DISPATCHIT, INC. 401(K) P/S PLAN | MINNEAPOLIS MN | 115 | $6.0M | $336K |
| 2 | UIDC ADMINISTRATIVE SERVICES DIVISION UIDC 401(K) PLAN | CANYONVILLE OR | 779 | $32.1M | $312K |
| 3 | ACE HARDWARE OF CHATTANOOGA, INC. ACE HARDWARE OF CHATTANOOGA 401(K) PROFIT SHARING PLAN |
CHATTANOOGA TN |
| 411 |
| $12.8M |
| $108K |
| 4 | CORELATION, INC. CORELATION, INC. 401(K) PLAN | SAN DIEGO CA | 418 | $28.1M | $54K |
