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 R4 Fund Mutual fund in their Schedule of Assets, totaling $1.4M 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 | EURONET WORLDWIDE, INC. EURONET WORLDWIDE, INC. 401(K) PLAN | LEAWOOD KS | 360 | $71.1M | $616K |
| 2 | BL COMPANIES, INC. BL COMPANIES 401(K) PLAN | MERIDEN CT | 395 | $64.3M | $615K |
| 3 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
LOGAN TWP NJ |
| 173 |
| $9.1M |
| $124K |
