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 Fund Mutual fund in their Schedule of Assets, totaling $164K 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 | HAMILTON CENTER, INC. HAMILTON CENTER, INC. RETIREMENT PLAN | TERRE HAUTE IN | 565 | $26.4M | $70K |
| 2 | BREWER ATTORNEYS & COUNSELORS BREWER ATTORNEYS & COUNSELORS 401(K) PLAN | DALLAS TX | 61 | $11.2M | $57K |
| 3 | STATISTICAL RESEARCH, INC. STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN |
TUCSON AZ |
| 126 |
| $12.3M |
| $25K |
| 4 | MATSUO INDUSTRIES USA, INC. 401(K) PLAN FOR EMPLOYEES OF MATSUO INDUSTRIES USA, INC. | JEFFERSON CITY TN | 130 | $4.6M | $12K |
