Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New World R4 Fund " in their Schedule of Assets, totaling $1.7M 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 | BASKERVILL & SON, P.C. BASKERVILL & SON, P.C. PLAN FOR EMPLOYEE RETIREMENT | RICHMOND VA | 187 | $23.3M | $797K |
| 2 | GARLAND INDUSTRIES, INC. GARLAND INDUSTRIES, INC. SAVINGS AND SECURITY PLAN | INDEPENDENCE OH | 1,801 | $51.6M | $578K |
| 3 | INNOTEC CORP INNOTEC EMPLOYEE 401(K) PROFIT SHARING PLAN |
ZEELAND MI |
| 158 |
| $19.9M |
| $198K |
| 4 | PLANTEL NURSERIES, INC. PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 261 | $12.4M | $107K |
| 5 | ALLEGHENY BRADFORD CORP. ALLEGHENY BRADFORD 401(K) RETIREMENT PLAN | BRADFORD PA | 208 | $13.2M | $12K |
