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 R3 Mutual fund in their Schedule of Assets, totaling $281K 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 | RELIABLE MANAGEMENT SOLUTIONS RELIABLE MANAGEMENT SOLUTIONS 401K PLAN | RENO NV | 454 | $4.7M | $198K |
| 2 | TREGARON INDIA HOLDINGS, LLC TREGARON INDIA HOLDINGS, LLC RETIREMENT PLAN | LOUISVILLE KY | 190 | $2.3M | $46K |
| 3 | SAME GOSPEL LIGHT MENNONITE CHURCH MEDICAL AID PLAN, INC 403(B) PLAN |
CANTON OH |
| 304 |
| $4.5M |
| $37K |
