Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds New World R4 American Funds 0 in their Schedule of Assets, totaling $3.2M 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 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $1.5M |
| 2 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $586K |
| 3 | NEWPORT INDUSTRIES, INC. |
ROLLING MEADOWS IL |
| 126 |
| $23.5M |
| $302K |
| 4 | CONSTRUCTION ONE, INC. CONSTRUCTION ONE, INC RETIREMENT PLAN | COLUMBUS OH | 79 | $8.1M | $171K |
| 5 | MIXPANEL MIXPANEL, INC 401(K) & PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $30.6M | $158K |
| 6 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $136K |
| 7 | ALLIED BUILDING SERVICE COMPANY OF DETROIT ALLIED BUILDING SERVICE COMPANY OF DETROIT INC. 401(K) PLAN | DETROIT MI | 223 | $4.5M | $89K |
| 8 | ASSOCIATED ADMINISTRATORS LLC ASSOCIATED ADMINISTRATORS LLC 401(K) PS PLAN | SPARKS MD | 175 | $10.0M | $77K |
| 9 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $73K |
| 10 | J. GIBSON MCILVAIN COMPANY J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN | WHITE MARSH MD | 108 | $9.5M | $55K |
